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Remain Relevant with Next Generation Investors

November 18, 2021 | Cambridge Investment Research

The Great Wealth Transfer is here. An unprecedented $68 trillion1 is expected to pass from aging baby boomers to their heirs over the next 25 years. Are you prepared for the rapidly changing market?

Find out how you can position your business for future success by meeting the needs of younger investors, including:

  • How do you appeal to a younger clientele?
  • How likely is an heir to change financial professionals after inheriting wealth?
  • How do you adapt your approach to meet the needs of the next generation?

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