If you’re a financial advisor or professional, this article will provide you the secret to retaining assets.
As our population ages, advisors and professionals are finding that their clients are aging and when they “pass on”, those assets and relationships that you had and cultivated for many years leave your business because you haven’t made the connection with their younger generation.
The reality is that the younger generation want the advice and guidance that their parents had. You can be their advisor AS LONG as you’ve begun to create a relationship with the younger children and can show value for the services that you provide.
Click below for access to a full academic paper from the Retirement Management Journal which lays out the methods and plan for building that relationship with the younger generation and ultimately, helping you to retain the assets that you’ve worked hard to build. It may the key to ensuring the continued success of your business.
This information is based upon the work of Jack Tatar, whose book “Having The Talk: The Four Keys to Your Parents’ Safe Retirement” is a book for investors of all ages and provides valuable information for financial advisors and professionals as well.
You can order the book, “Having the Talk: The Four Keys to Your Parent’s Safe Retirement” here.
You can also access Jack directly with questions and requests for appearances, client events or other information at Jack@Safe4Retirement.com
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by Jack Tatar
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