Most financial advisors are leaving significant assets on the table — our research shows that 95% manage only a portion of their clients' investable wealth. This article explores why capturing a greater share of existing clients' assets is one of the most effective growth strategies available, and why the window to act is narrowing due to the Great Wealth Transfer, digital competition, and fee compression. You'll learn nine specific life events that create natural openings for asset consolidation conversations, plus a systematic three-phase framework for turning those moments into captured assets.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
