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Advisor education

Generation n: Winning the client acquisition opportunity

Assess your preparedness

Are you prepared to capture wealth transfer assets?
Source: Nuveen Wealth Inheritor Study, 2022.

As $80 trillion changes hands, financial advisors who are prepared can turn the coming Great Wealth Transfer into a tremendous opportunity1

To learn more about Generation n, please contact your Nuveen Advisor Consultant.


Additional resources
Advisor Education Building a better practice
Advisor Education Taxes: The calm before the storm?
Advisor Education Why Social Security matters

Endnotes

Sources

1 Cerulli Report US High Net Worth, 2021.

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