Why Heirs Are Leaving Their Parents' Advisors (And Why It's a Marketing Job)

Most heirs who plan to leave their parents’ advisor aren’t unhappy with performance. They don’t feel known, and research from Natixis, Cerulli, and Harris Poll shows it in the reasons they give. This post covers why that makes the Great Wealth Transfer a marketing job, and how wealth firms can start learning what the next generation wants before the money moves.