Article

Engaging and Retaining Families

Diane Doulin, Vic Preisser, and Roy Williamson
Published: Jan 17, 2020

A Classic from FEA Matters We are currently experiencing the greatest intergenerational migration of wealth in North American history, and yet the statistics on advisor/client retention post-wealth transition continue to be sobering. This article provides practical steps advisors can draw upon to counter the predictable “changing of the team” at transition: providing strategies they can […]



This is Member-Only Content

Please login to access Member content.

Not a Member?

Learn about Business Family Membership or becoming a Family Enterprise Advisor..

Top
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.