Retirees will be rolling over $303 billion a year over the next few years, according to Pershing, and with this tremendous opportunity at hand, the company has issued a report for financial advisers called, “The Secret Knock: Unlocking the Retirement Opportunity.”

The report is based on a survey of 2,086 consumers, 401 small business owners and 822 financial professionals and was developed in conjunction with strategic consulting and investment firm Mercatus.

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