The next generation is inheriting as much as $59 trillion from clients like yours…
…but you have less than a 20% chance to retain those assets. With that in mind, it’s critical the build a commitment and strategy to reaching young prospects to supply ample opportunity for your business.
Download this original FIG whitepaper to learn more on:
– Adapting your technology to reel in younger prospects
– How to streamline your marketing communication
– Creating a client experience young people appreciate
– And more!