Start preparing your practice for the next generation.

The financial professional and client relationship is more dynamic than ever and clients’ needs are evolving rapidly. Financial professionals need to understand how to implement multi-generational plans that include more than just the primary client. This white paper is designed to help financial professionals build deeper relationships with clients and their extended families – and ultimately increase the likelihood of retaining future generations of clients.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.