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Practifi eBook

Navigating the Generational Wealth Transfer

Strategies for financial advisory firms

Is your financial advisory firm prepared for the seismic shifts occurring in wealth management? 

In this eBook, we provide insights into the challenges and opportunities presented by the largest wealth transfer in history. From understanding the nuances of the “Great Wealth Transfer” to adapting your firm’s practices to meet the needs of millennial and Gen Z investors, this comprehensive guide will empower you to navigate the changing tide of wealth management successfully.   

Get your free copy.