Preparing for the Great Wealth Transfer

The Great Wealth Transfer is already underway, and advisory firms are facing growing pressure to engage the next generation of clients before assets leave the household.

Join Wealthbox and a panel of experts for a webinar focused on how firms can prepare for one of the largest generational shifts in wealth management history. We’ll explore the operational, communication, and relationship challenges firms face as wealth moves between generations, along with strategies for creating stronger engagement with heirs, younger clients, and multi-generational households.

In this webinar, we’ll also discuss how CRM workflows, relationship visibility, and modern client engagement strategies can help firms create more continuity across generations while strengthening long-term client retention.