Advisor practice
70% of heirs leave their parent's advisor after receiving an inheritance. The #1 reason is not bad performance. It is that they had no relationship with the advisor.
The window to fix that is not after the estate. It is now, while the parent is still healthy, before the adult child has solidified their own advisor relationship, and before a crisis makes every conversation reactive.
These articles are written for wealth advisors and financial planners who want a structured, repeatable process for the eldercare conversations their clients need most, and who understand that getting introduced to the next generation is not just good practice. It is AUM protection.
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Articles in this cluster
- How to Start the Eldercare Conversation With Aging Clients
Most advisors wait for the client to raise eldercare, but they rarely do, so here is how to open the conversation, and why your practice depends on it.
- Why Advisors Lose Next-Gen Clients, and How Eldercare Changes That
The stat every advisor knows but few act on, and the one conversation that changes the outcome.