The Generational Wealth Transfer

Are you prepared to guide your clients through this challenging transition?

The wealth transfer tsunami is here. As the first generation looks to pass on their legacy and the next generation looks to responsibly steward their inheritance, the advisor will play a crucial role in the process!

Tune in to the latest Always On podcast where Tom Deans and I share how you can be a valuable resource for your clients by clicking here: paretosys.co/AODM_ep56