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
- Develop a wealth transfer strategy
- Create a more flexible engagement model
- Evolve a team structure to serve a multigenerational client base
If you have questions or would like more information, please contact your Nuveen Advisor Consultant.
