Will the $68 Trillion Generational Wealth Transfer Make or Break Your Business?
These special educational events, featuring industry veterans Stephen McLeod and Don Holt, will show you new and innovative ways to leverage financial technology to differentiate yourself from the crowd and accelerate the growth of your business in the digital age.
Gain an advantage by learning from speakers who know how the big firms work.
National Sales Director
Regional Sales Director
Understanding the future
The next 25 years of wealth transfer will impact advisors more than you might think
How many of your clients are boomers? How many are at the later stage or at least half-way between the ages of 55-75? How many of you are confident that you will retain their children and their assets as clients? Learn the predicted landscape of the next major generation wealth transfer.
See how fintech can help you stand apart and prepare for the future.
This wealth transfer means catering to a new clientele base. Ensure that you are equipped to handle and stay relevant to your customers over the next 25 years. Learn what tools and tactics that can help ensure you are ready for tomorrow.