Overlooking this important relationship could result in lost opportunity, since, if my son doesn’t invest his inheritance with you, someone will be more than willing to take your place.
According to a survey referenced in an Investment News July 2015 article, 66% of adult children fire their parents' financial advisors after receiving an inheritance.1 As a financial advisor, you can look at this one of two ways:
If you need more information or have any questions, contact the Retirement Strategies Group at (800) 722-2333, ext. 3939, or send an e-mail to RSG@PacificLife.com.
1Source: Skinner, Liz. “The Great Wealth Transfer is Coming. Putting Advisors at Risk.”
GAME CHANGERS/Generational Planning. Investment News. July 13, 2015.
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