Capturing the Wealth Transfer Opportunity: Guiding Clients Through Generational Planning

from Perspectives on Growth · host Red Rock

In this episode, Matt shares invaluable strategies and conversational tracks for financial advisors to confidently approach and navigate wealth transfer discussions. Learn how to become an indispensable resource, helping clients secure their legacies and ensure a seamless transition for future generations.

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How long is this episode of Perspectives on Growth?

This episode is 9 minutes long.

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This episode was published on March 6, 2024.

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