On-demand Webinar: Capturing the Next Generation of Wealth

The Great Wealth Transfer is upon us. About $68 trillion in wealth will change hands in the U.S. in the next twenty years, with much of it being passed on to millennials (27 to 41-year-olds) and Gen Z (18 to 25-year-olds), according to Cerulli Associates.

But to take full advantage of this unprecedented opportunity, advisors will have to deeply understand what younger investors are likely to demand in a financial advisor. Counting on your clients’ children to stay the course and invest the way their parents did is a likely recipe for disappointment. And new clients will also be driven more by expectations around personalization and technology, and less by loyalty or legacy models.

Watch this webinar for practical tips on:

Understanding the coming influx of investors seeking a new financial advisor
Using education as a key driver of advisor success
Preparing for the client interactions and tech solutions that will resonate the most
Talking about emerging asset classes like crypto
Positioning your business to put yourself ahead of the competition

Vise AI Advisors, LLC (“Vise”) is an SEC registered investment adviser. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Capturing the Next Generation of Wealth: The Challenge and the Opportunity

Watch this on-demand webinar now.