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Advisor Education

Generational ntelligence quotient advisory practice assessment

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Take the assessment

The assessment will help you measure your preparedness to successfully capture wealth transfer assets. This three-part assessment should take approximately three minutes to complete.

Once completed, you will see where your business is already successfully positioned to capture and retain these assets --as well as aspects of your model to amplify.

Then you can choose from a menu of options designed to help you go further. These range from actionable ideas -- including a multigenerational event guide – to a live consultation with one of our Advisor Education specialists.

For financial professionals only.

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You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors

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