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What's Inside?

Strategies to prepare for the Great Wealth Transfer

How to build household records that capture relationships

The 3 pillars of household data management every firm needs

Using the right technology to enhance human relationships

A checklist to start transforming your data strategy today

Ways to engage successors before wealth changes hands

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Top Strategies to Keep Wealth in Your Firm

The Great Wealth Transfer is underway, and $68 trillion is in motion. For wealth managers, this is a once-in-a-generation opportunity and a critical test. Assets don’t stay where relationships are shallow. To retain them, you need more than investment strategies. You need trust that spans generations. 

This guide shows how household data can help you build enduring relationships and safeguard your firm’s future.

Cover image for "Invest in Success: How to Engage the Next Generation of Advisors" showing a financial services professional at their desk reviewing dashboards and reports with data graphs and charts.