Tapping the Multi-Generational Goldmine - Wholesaler Institute
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Tapping the Multi-Generational Goldmine

New Opportunities for Growing Your Practice


The future of your practice resides with the sons and daughters of your clients. Your clients’ children will be the recipients of the largest wealth transfer in history. Baby boomers will be passing more than $30 trillion on to their children. Will you be the one providing advice to them? Unfortunately, research by Fidelity Investments and PricewaterhouseCoopers shows, if current trends continue, more than 80%-90% of your clients’ children will fire you. According to Investment News Data, 75% of all financial advisors have never even met their clients’ children. And it’s no secret, Millennials and Generation X are flocking to tech solutions such as Betterment, Vanguard Personal Advisor, Wealthfront, Acorn, and other do-it- yourself solutions. Although they are savvy and have access to financial information, they need your professional advice and services.


This program will provide you with insights for establishing new and productive relationships with the individuals that will largely determine the future of your practice: your clients’ children. You learn strategies and techniques for:


  • Harnessing technology for inter-generational marketing
  • Initiating successful relationships with your clients’ children
  • Communicating more effectively with the Next Generation
  • Discovering cross-selling opportunities with your clients
  • Filling your calendar with new prospects
  • Insuring client retention and maximizing existing relationships