Cross-Generational Family Advice Marketing: Building Lasting Client Relationships and Business Growth

Bottom Line Up Front: Cross-generational family advice marketing presents one of the most powerful opportunities for financial advisers to increase client retention, expand their practice, and create sustainable business growth whilst meeting the growing need for intergenerational wealth planning.

Introduction

As a financial adviser, understanding the interconnected nature of family finances has never been more critical. With 70% of affluent families losing their wealth by the second generation and St. James’s Place research showing that almost 70% of people expect to support their families financially both before and after they die, the case for cross-generational family advice marketing becomes compelling.