Behind the Numbers - Client Retention with Yourefolio

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Behind the Numbers - Client Retention with Yourefolio
April 14, 2020

Statistics vary on what percentage of assets are lost by financial professional when the passing of a client or clients    occurunder their management. Further studies also show that there is a significant wealth transfer occurring currently because of an aging population. While the numbers vary, we have been studying the retention and next generation numbers of the past few years to see how estate and legacy planning are affecting professional’s retention of assets that they advise on...

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