Styling Investor Success Through Generations

The baby boomer is expected to pass trillions of dollars of wealth on to their heirs and the next generation. Preparing for changes in client communication and relationship styles should be at the forefront of financial advisors minds. Even seasoned advisors and wealth managers profess that clients’ goals and expectations can transform over time. Lifecycle and inter-generational shifts can affect how investors make decisions. Understanding each individual client’s needs and dominant style of investing is key to maintaining strong relationships and growing assets under management (AUM).

Investment professionals tuned into their clients’ personal lives can more easily connect with family members, assisting with generational wealth transfer by understanding all stakeholders.

Watch the Zephyr webinar, presented by The Quest for Wealth: 6 Steps for Making Mindful Money Choices author James R. Langabeer, PhD, published by Taylor & Francis.

Key takeaways include:

• Learn the most dominant emotion impacting investing
• Understand how health affects wealth and investor decision making
• Identify clients’ dominant style of investing - analytical or emotional
• Understanding and conveying a “Wealth is not a number” philosophy

**Interested in purchasing The Quest for Wealth: 6 Steps for Making Mindful Money Choices - use promo code TFZEPHYR for 20% off