Practice Sesh NFI/Allianz

Over the next 20 years, an astounding $84 trillion will be transferred to the next generation, creating a massive opportunity for financial professionals—but only if you can earn the trust of these new beneficiaries. Will they continue working with the advisors their parents and grandparents trusted, or will they turn to the internet for guidance?

Join us for this essential session where we will explore proven strategies to retain assets within your existing book of business and attract new clients amid this wealth transfer. Through a detailed case study, you’ll gain actionable insights and leave equipped with practical tools to immediately incorporate into your practice, helping you protect your clients’ legacies. Don’t miss this chance to position yourself as the go-to advisor for the next generation—register now and secure your spot!