 f you don't have a relationship with your clients' kids, you're going to lose. They're going to Harvard, Yale and Stanford. And they're going to meet the younger version of you."Ryan Ansin, president, Family Office Association. |
Hello Kids--or Goodbye Assets
Norb Vonnegut | Wall Street Journal Online, April 2014
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Summary:The average adviser is around 50 years old, and the average client is a few years older. That means the children of our clients are reaching an age when they make independent financial decisions. What happens if they don't feel much of an affinity with you? Hello, next gen. Goodbye, assets.
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