How is the landscape shifting for financial advisors and their clients? How do clients today think about estate planning? What are the opportunities for advisors? And what does the future hold for the industry?
The 2023 State of Estate Planning, based on a survey of 1049 consumers, dives deeply into the psychology of generational wealth planning. By embracing the concepts explored in the Vanilla 2023 State of Estate Planning report, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value.
Watch the on-demand webinar here as we unpack insights found in this report.
Published: Sep 06, 2023