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Bridging the Inheritance Planning Communication Gap to Build Stronger Adviser Brands
Inheritance Planning Communication Gaps: Strategic Marketing Opportunities for Financial Advisers
Date: 18 September 2025
Author: Aspina Marketing Insights
Recent research from Charles Stanley reveals alarming gaps in family inheritance planning communication, presenting significant opportunities for financial advisers to build client acquisition strategies whilst addressing a critical market need. With over £5.5 trillion set to transfer between generations, the stakes have never been higher.
The Scale of the Inheritance Communication Crisis
Generational Knowledge Gaps
The research exposes concerning communication breakdowns across generations:
How Cross-Generational Family Advice Marketing Helps Financial Advisers Build Client Loyalty, Increase Referrals and Grow Revenue
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.