How many of your affluent clients will leave a lasting legacy to their adult children? Are you engaging those children for business?
In this episode, Stephen and Kevin confront the fact that the majority of adult children don’t stay with their parents’ advisor, and discuss various strategies for keeping them engaged.
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@StephenBoswell is president of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the chief operating officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.