Did you know that 22% of your clients are likely to transfer wealth to their loved ones over the next decade?
When that wealth changes hands, the vast majority of heirs will likely seek a new financial professional.
Join us and Patrick Delaney from T. Rowe Price Investment Services, Inc. to learn how you can engage with clients and their heirs today, to ensure you continue to manage the family’s assets as they pass from one generation to the next.
Did you know that 22% of your clients are likely to transfer wealth to their loved ones over the next decade?
When that wealth changes hands, the vast majority of heirs will likely seek a new financial professional.
Join us and Patrick Delaney from T. Rowe Price Investment Services, Inc. to learn how you can engage with clients and their heirs today, to ensure you continue to manage the family’s assets as they pass from one generation to the next.
REGISTER HERE
Details