06.30.25

Majority of Advisors Lack Relationships With Clients' Children

by: Karen DeMasters

A majority of advisors lack a relationship with their clients’ children, according to a survey by InspereX. At the same time, the survey showed that advisors are gaining the most new clients through referrals, including unsolicited ones. InspereX advised advisors to proactively reach out to the adult children of their clients, not only as a source of new business but also as a service to existing clients.

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