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Advisor education
Beyond the sale
Guide business owners through one of life’s most consequential financial events
The most successful business transitions are the result of a holistic planning process that begin years before the actual transfer.
- Engage business owners early on using proven conversation-starters and practical tools
- Address the full range of financial and emotional complexities involved in a transition
To learn more about supporting business owners through transition, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Top wealth transfer questions for business owners
Five important factors for business owners to consider.
4 min. read
~ 6 minutes long
The next generation of wealth transfer client guide
This interactive workbook is designed to be a road map for you and your clients as you guide them through the process of wealth transfer planning.
Events to engage the next generation advisor guide
A practical guide for planning events to initiate and strengthen relationships with your clients' children.
2 min. read
Additional advisor education resources
Provide clients with a personalized wealth transfer action plan at a scale that's manageable.
Offer clients valuable tax guidance and advice – without being a tax expert.
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