Wealth in Transition: Retaining Multigenerational Assets

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A stunning $68 trillion is set to pass between generations in the next 25 years in the Great Wealth Transfer. Are you prepared?

Advisors face a challenge in keeping the unprecedented amount of wealth changing hands within their practices, given that most heirs fire their parents’ advisor after inheriting. Carillon Tower Advisers’ Wealth in Transition program, in partnership with Cannon Financial Institute, offers six action steps for advisors looking to preserve a legacy — for their businesses and their clients.

Join us for Wealth in Transition: Retaining Multigenerational Assets at 4 p.m. EST March 12, featuring Linda Eaton, CWS, Executive Vice President at Cannon Financial Institute. Eaton specializes in helping client-facing advisors improve relationship management aspects of their business.

For financial professional use only.

CTA20-0121 | Exp. 03/12/2020

Cannon Financial Institute is not an affiliate or subsidiary of Carillon Tower Advisers

Speakers

Linda Eaton, CWS
Executive Vice President
Cannon Financial Institute

Linda is one of Cannon’s most sought after speakers and consultants. She has focused much of her activity in helping client-facing advisors become measurably better at the relationship management aspects of the business. Her work in the fields of neuro-economics and emerging wealth markets has underscored her conviction that clients deserve the best advice and service possible, and truly need advisors to help them achieve their goals. She is the author of Advising Women Investors, iBooks 2015.

Linda has devoted nearly three decades to helping individuals and organizations improve their performance concentrating primarily, but not exclusively, on the financial services industry. Linda began her training career at Merrill Lynch, where, after having successfully built a practice as a Financial Advisor, she moved on to the training division, eventually working in Management Development for North America. She then served as Vice President of Productivity for the Franklin Covey Co. She was instrumental in the design of their flagship productivity program, What Matters Most, as well as creating custom programs for clients such as Hewlett Packard, Avon, Reebok, and Morgan Stanley. A major focus for Linda during her tenure at Franklin Covey was assisting the firm’s most significant international clients in increasing productivity.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.