Prospecting the Next Wave of Wealth: How to win business from younger, wealthy investors

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  • 50 mins 03 secs
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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.

© 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of T. Rowe Price Group, Inc.,

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FOR INVESTMENT PROFESSIONALS ONLY. NOT FOR FURTHER DISTRIBUTION.
Past performance is not a guarantee or an indicator of future results. All investments contain risk and may lose value.

All material is for general purposes only. Information and opinions have been obtained or derived from sources believed to be reliable and current; however, we cannot guarantee the sources’ accuracy or completeness. The views contained herein are as of the date noted in the video and are subject to change without notice; these views may differ from those of other T. Rowe Price group companies and/or associates.

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© 2022 T Rowe Price Group, Inc. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE and the Bighorn Sheep design are, collectively and/or apart, trademarks or registered trademarks of T. Rowe Price Group, Inc.