Investing games and Star Wars: How to engage HNW kids
Financial advisors who aren’t building relationships with their clients’ kids are taking a huge risk: Losing a chunk of their business.
The industry is approaching a $30 trillion wealth transfer, and financial planners need to make sure they are ready for it. By engaging the rest of the family, advisors can take steps to guarantee that their HNW assets won’t be moved elsewhere when a client passes away.
From family vacation funds to stock-picking games, here are some tips on how to start getting to know your HNW clients’ children now, before it’s too late: