Roughly 80% of affluent clients don't want their parents' advisor. Here's what to do about it

With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children. By Anand Gupta


https://www.financial-planning.com/news/amid-wealth-transfer-many-affluent-clients-dont-want-their-parents-advisor?utm_source=dlvr.it&utm_medium=blogger