 In more recent years we have been more cognizant about connecting with the next generation. A large part of our growth is coming from assets that are being inherited."Randy Morris, CEO, Summit Wealth Group. |
Advisors Shift Focus to Next-Gen Clients
andrew coen | Financial Planning, May 2014
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Summary: When new prospects comes into Chicago planning firm RMB Capital Management, a team is assigned right away to review family issues such as estate planning and life insurance.That's because generational wealth transfer issues are so critical for both clients and advisors, says CEO Richard Burridge, that advisors should begin such discussions early.
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