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Keep It in the Family – Advisers Urged to Engage the Next Generation
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Keep It in the Family – Advisers Encouraged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning. Speaking at June’s 2025 MDRT Annual Conference in Miami, the Co-Founder and MD of Canada-based Financial Literacy Council, said advisers often miss the reality that their business is vulnerable to client mortality. “Once a client dies, the wealth they advis…
Keep It in the Family – Advisers Urged to Engage the Next Generation
With historic intergenerational wealth transfer well underway, financial advisers must urgently build relationships with the children of their clients, says financial professional Bobby Ning. Speaking at June’s 2025 MDRT Annual Conference in Miami, the Co-Founder and MD of Canada-based Financial Literacy Council, said advisers often miss the reality that their business is vulnerable to client […]
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