The advisor-client relationship is more dynamic than ever and clients’ needs are evolving rapidly. Advisors need to understand how to implement multi-generational plans that include more than just the primary client. This white paper is designed to help advisors build deeper relationships with clients and their extended families – and ultimately increase the likelihood of retaining future generations of clients.
Fill out the form below to get your FREE copy of, “An Advisor’s Guide to Engaging the Modern Family.”
If your brokerage house doesn’t feel much like home, then come to a place that gives you more freedom. A place like Cadaret, Grant. We’re a broker/dealer that balances the independence you want with the service and support you need. So, free yourself from big brokerage firms and get more control over your service, your support, your technology — and your life.
For a confidential conversation, call Cadaret, Grant Recruiting at 800.288.8601.