Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.
Wealth TransferWealth Management
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Now more than ever, expanding the advice and services you provide clients has become imperative.
A key area where you can highlight the true value of your relationship is by helping clients prepare for the many difficult decisions that often affect families across generations. Beyond investing, tools like budgeting, estate and tax planning, retirement saving strategies and education choices are now an increasingly important part of the dialogue.
Including family members in wealth transfer conversations before they are triggered by a life event is vital, given that 80% of widows switch advisors after the death of a spouse1 and 66% of children do the same.2
Will you be the one they continue to trust when the time comes? It's never too soon to start having meaningful conversations and raising critical questions. With Janus Henderson's wealth transfer programs, our experts share strategies to help you better prepare your clients and their loved ones for the future.
In addition, Janus Henderson offers individualized coaching sessions for you and your team. Locate your Sales Director and schedule a session now.
Schedule a seminar with a Janus Henderson representative. Presentations are eligible for continuing education credit, and also available for your most valuable high-net-worth clients.
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Learn more about the experts behind our Advisor Resources programs and strategies.
Difficult conversations may often occur when families gather for the holidays. Retirement expert Ben Rizzuto helps you prepare for three that really matter.
The summer may be the perfect time to connect with your clients—and their children. Learn how to use the slower months to curate memorable events for the whole family.
Connecting early and often with potential second-generation clients on wealth transfer topics such as philanthropy can lead to a multigenerational relationship with families.
Learn more about what King Lear and Tony Soprano’s estate plans can teach us about preparing for wealth transfer.
Gen Xers are often forgotten in one critical area: wealth management. Read our tips for best engaging with them.