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Did you know.... a staggering 80% of advisors lack a relationship with the beneficiaries of their current clients? This statistic highlights a significant opportunity for growth and deeper engagement within the financial advisory space. By proactively engaging with beneficiaries, advisors can ensure a smoother transition of wealth, foster trust, and solidify the legacy of their clients. Moreover, understanding the aspirations and concerns of future generations allows for tailored financial planning that aligns with evolving needs and goals. Book a call to discuss how Estgro can help. https://lnkd.in/ePSpY8Vz #financialadvice #financialadvisor #financialadviser #fintech #intergenerationalwealth #greatwealthtransfer #estateplanning

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Jenny Robinson PhD

★ Leadership Development ★ Expert in the Collaborative Leadership and Mindfulness ★Author ★ Coach ★

5mo

David Newick that is a phenomenal insight.

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