Ms Martin will MC ifa’s upcoming Adviser Innovation Summit, where she will also host a session on how advisers can attract the next generation of clients with engagement and advice service models that are tailored to changing customer needs.
In this podcast, Ms Martin dives into the importance of advisers taking swift action in relation to the intergenerational wealth transfer and outlines effective strategies to do so.
“We’re seeing it impact advisers,” she says.
“I spoke to an adviser recently who had seven clients pass away last year, which is really sad. He didn’t retain any of that business, so there’s $40,000-plus revenue that went out of the door.
“This is a problem for those more mature practices.”
Moreover, Ms Martin provides tangible tips on how advisers should approach Millennial clients and ensure they “do it right”.
To find out more about the Adviser Innovation Summit click here.
