Our friends at Everplans provided this great research into why it is so important to keep the all relationships in the families you advise strong.
It’s time to start remembering kids birthdays and maybe sending a gift!
93% of advisors think that they will continue to manage the assets of a client that dies.
Fact: 85% of children Fire the financial advisor their parents used!
Only 7% of children know / knew who their parents financial advisor was.
Read more in the infographic below.