A Key to Long-Term Advisor Success

Treating the next generation as prospective clients is an essential yet often overlooked strategy for financial advisors. Younger family members are increasingly seeking help to prepare for wealth transitions, often expressing frustration over a lack of communication and guidance from their parents. 

Advisors play a pivotal role in equipping families to have meaningful conversations, fostering stronger intergenerational connections, and preparing heirs for financial stewardship. By addressing these concerns, advisors not only strengthen client relationships but also position themselves to cultivate lasting bonds with future generations.

This clip is an excerpt from episode 71 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Dr. Karen Weisgerber, Principal Consultant at Cambium Consulting Group. Stream the entire episode on your favorite podcast channel at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb