Wealth Transfer

Now more than ever, expanding the advice and services you provide clients has become imperative.

OVERVIEW

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.

1http://www.theglobeandmail.com/globe-investor/investment-ideas/financial-advisers-have-trouble-talking-to-women/article22726458
2http://www.investmentnews.com/article/20150713/FEATURE/150719999/the-great-wealth-transfer-is-coming-putting-advisers-at-risk

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.

Complete the following form to schedule a consultation:

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OUR EXPERTS

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Learn more about the experts behind our Advisor Resources programs and strategies.

OTHER PROGRAMS YOU MIGHT BE INTERESTED IN

Engage and retain the next generation of clients, millennials. This program includes a suite of resources to help advisors engage their clients’ children and prepare millennials for retirement.

This program shows advisors how to retain and grow their business with female clients facing difficult life transitions.

This program provides advisors with a roadmap for servicing the wealth management needs of high-net-worth clients.

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Contact Your Sales Director

To implement any of these solutions or to find out more about how they can help you excel, contact your Janus Henderson sales director.

Podcasts

Explore our podcasts featuring professional development coaching, retirement perspectives and market insights.