How planners can benefit from quarterbacking fiduciary administration
The world’s largest ever transfer of wealth is now underway, with an estimated $68 Trillion expected to change hands over the next couple of decades. By and large, financial, tax and estate planners were major benefactors of this trend, as they were increasingly called upon to create plans that govern the efficient devolution of wealth from one generation to the next. In order to maintain successful practices, planners will necessarily need to replenish their client base with new planning customers. This session will discuss how providing value during the fiduciary administration process can benefit planning practices in the long term.