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Articles
Breaking the Attrition Cycle: Strategies to Retain Clients Across Generations and Preserve AUM
Client relationships are among the most valuable assets for financial professionals, yet they are at significant risk during wealth transfer events. Research shows that 70% of women change financial professionals after inheriting assets¹, severing long-standing advisory relationships. For firms reliant on a small number of high-net-worth clients, even a handful of these transitions can translate into millions of dollars in lost assets under management (AUM), undermining long term growth and practice value. Tell me more now +
Adaptable Estate Planning: Unlocking the Potential of Flexible Trusts
Learning to adapt to change can transform uncertainty into opportunity. While some changes are hard to predict, building flexibility into our plans may provide reassurance and security. When it comes to estate and tax planning, many options can feel rigid, creating hesitation to make decisions that seem permanent. Without a clear understanding of how estate plans can change with evolving circumstances, procrastination often sets in, delaying the essential steps needed to ensure a smooth and efficient transfer of assets to loved ones. Discover flexible trust options +