Unlocking Success in the Great Wealth Transfer: Strategies for Financial Advisors
Join us for a one-hour, CE-eligible webinar designed for financial advisors looking to excel in winning and retaining the next generation of clients. This session offers practical, proven strategies to enhance multigenerational relationships, prevent asset flights, and position your practice for sustained growth.
Understanding the Dynamics Behind the Great Wealth Transfer
In this webinar, you will gain valuable insights into the forces driving the Great Wealth Transfer. By comprehending these dynamics, financial advisors can tailor their approaches to meet the evolving needs of their clients and their families.
Strategies to Retain Assets and Build Lasting Relationships
Learn how to identify the reasons why heirs often leave and implement effective strategies to retain them. By navigating advanced planning opportunities such as trusts, liquidity planning, and business succession, advisors can proactively address potential challenges and secure long-term client loyalty.
Leading Across Generations with Confidence
Discover how to lead effective family meetings that foster trust and communication across generations. By addressing estate and gift tax uncertainties with confidence, advisors can provide their clients with peace of mind and strategic guidance.
Real-World Insights for Immediate Action
This webinar features real-world insights from a practicing advisor who has successfully guided families through generational transitions. Gain actionable strategies that you can implement right away to enhance your practice and better serve high-net-worth families, business owners, and retirees planning their legacies.
If you are looking to protect assets, deepen client loyalty, and secure your role in the future, this session is essential for your professional development.
Disclaimer: Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership. Cetera named entities are not affiliated with any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. For use with financial professionals only.
