Explore our tips on how to get an intergenerational wealth strategy in place to help retain clients and grow your business.
The intergenerational wealth transfer opportunity
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Research summary
Read the key findings of our consumer research on the topic of the intergenerational transfer of wealth, which we undertook in July 2020. The findings helped us to identify ways in which advisers can potentially improve their intergenerational strategy, which we share with you in this dedicated section.
Watch our webinar: How lockdown has added to the complexity of financial planning for families
Join our experts as they look at the complicated family situations that can arise during a pandemic, and how you can help your clients put the right plans in place.
Watch our webinar: developing your business strategy
Your business needs an intergenerational wealth strategy for client retention and growth. Join our experts as they discuss the latest thinking about client and family behaviours when wealth is passed on.
Adding new clients should be a family affair
Bringing clients on board in the current environment is a challenge for all advisers. But take a look closer to home: family members of current clients are prime candidates for advice.
Are your clients' sitting on too much cash?
Clearly it’s a challenging time for many people who are looking to plan for their future. It’s also understandable that they are feeling more cautious about ‘when’ and ‘how’ they should invest their money.
Thrive: supporting advisers' wellbeing
We are proud to share with you, our community of advisers, our ‘Thrive’ initiative, which has been running for Quilter employees since 2018. Thrive contains a range of resources, tools and information that you may find useful in taking care of your own personal health and wellbeing, and that of your colleagues and loved ones.
