Investment Fundamentals

Opportunity

The largest intergenerational transfer of wealth of $1 trillion is occurring right now. With women living longer than men on average, widows are all of a sudden responsible for managing the family’s finances. Studies show that 70% - 80% of women change advisors once their partners pass away. Adult children 60+ are inheriting large sums of money from their parents and are unsure what to do with their new found wealth. Why would they stay with their parent’s advisors? Meanwhile, Millennials, between the ages of 24 and 39 have seen their net worth more than double from 2015 to $24 trillion US. (Ernst and Young). They are about to enter their prime earning years, their entrepreneurial spirit will accelerate their accumulation of assets, and they will eventually benefit from the wealth of their baby boomer parents. These are three different groups at risk and, through education, you have an opportunity to empower them to understand the benefits of investing and the benefits of your advice.

Client Presentation

The Financial Storyboard™ you will enable new conversations about Investment Fundamentals. This is high value financial education you can easily share.