When clients die assets fly​

When clients die, assets fly​

Did you know that 79.6% of inheritors switch primary advisors after inheriting their money?

If a substantial percentage of your clients are retired, or could pass away within the next ten years, you must have a strategy for keeping their assets in-house. In this webinar, Bill will teach you a tried-and-tested strategy for building relationships and opening accounts with your clients’ heirs before your clients pass away.