How to Get Your Head Around AI Fears and Stay Relevant IRIS

You've fostered a client relationship over years, sometimes even decades, working with the client side by side to grow their portfolio--and grow your AUM. But when your client dies and the next generation takes over, you lose more than a valued client. You lose their portfolio as well. How can you retain those assets without having to prove your worth over and over again? The key to retaining next-gen clients is instilling a new level of relationship building across your business, and it begins long before the transfer of wealth actually takes place.