About this Webinar
As the baby boomer generation gives way to millennials and gen Z, a record £5.5 trillion is set to be transferred.* This unprecedented amount of wealth will flow into the hands of investors with growing digital expectations.
The question is, will your firm be able to meet them?
Watch this webinar to learn how this shift presents a significant opportunity for wealth managers and advisors to build new relationships and capitalise on the biggest wealth transfer in history.
*Research by Kings Court Trust
What you’ll learn
- How to efficiently provide clients the information they need, when they need it
- How to build trusted relationships with digital-first clients
- What the benefits of content automation in highly-regulated industries really are