新媒网 · 跨境数据社区

Financial advisors… Over the next 15 years, there will be an estimated $84 trillion in assets expected to change hands in the United States from the baby boomer generation to millennials (With a significant amount of these assets moving within the next 5 years) And here’s the kicker: over 80% of millennials will fire their parents’ financial advisor within the first year of inheriting wealth. Most advisors can feel it happening… Referrals are slowing down… And many firms will have to begin rebuilding their books soon. So how are top firms preparing for the largest wealth transfer in history? (before it’s too late) Because truthfully… Most advisors are NOT prepared for what’s about to happen. And while you are trying to figure out why your seminars aren’t working… An advisor with LESS experience than you is taking your clients, your prospects, and their share of that $84 trillion pie. So while some firms will go out of business… The ones who are in the RIGHT PLACE when this transfer takes place, will gain from your loss… The money is already moving hands. You just have to be in the right place when it happens. Positioning is everything. And most advisors are not positioned correctly. Why? Because they’re using outdated marketing strategies like seminars, mailers, and buying leads OR using saturated platforms like Facebook Ads and LinkedIn These platforms just aren’t enough anymore. In order to truly see success - you need to be in the right place. That means being on the platforms where prospects are ALREADY looking for an advisor to help manage their wealth… There’s one specific platform that firms are using to only pay if a meeting shows up with $850k in assets or more. Using this over the next 5 years ensures that you’re on the right side of this transfer of wealth. You can click below to see if your firm qualifies.