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Conversation Circle - Legacy Planning & Engaging the Next Generation of Clients
Conversation Circle Information

The largest wealth transfer in history is underway, as the Baby Boomers pass on trillions of dollars in assets to younger generations. As research shows that the #1 reason professional relationships end for financial advisors is that beneficiaries inherit assets and opt to leave the advisor's services, this conversation circle will focus on the critical aspect of client retention during this transition of wealth. 

Participants are encouraged to share their experiences, successes, and challenges in ensuring that their clients' children actively choose to maintain a partnership with them. Share and learn effective approaches that will help you secure the future of your advisory relationships.

Moderators: Cheryl Krueger
Audience: Everyone
Conversation Circle Guidelines
As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.
Availability: Retired
Cost: FREE
Credit Offered:
No Credit Offered
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