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Advisor education

Generation n: Winning the client acquisition opportunity

Assess your preparedness

Create a strong multigenerational pipeline

Based on groundbreaking new investor research, Generation n offers insights into what wealth inheritors want in an advisory relationship as well as intentional actions financial professionals can employ to help grow their client base, reduce attrition, and increase revenue.

In Generation n, we share steps financial professionals can use to

If you have questions or would like more information, please contact your Nuveen Advisor Consultant.

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