Get a turnkey guide for connecting with younger, wealthy investors. With a historic shift in assets already underway due to intergenerational wealth transfer, we believe now is an opportune time to do so. In this recorded presentation "Prospecting the Next Wave of Wealth" we share key insights that can help power your acquisition and retention efforts as they relate to the top 10% of earners under the age of 50.

Addressing their financial priorities today can position you for decades of partnership, and shared success, in the future.

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