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Nicola Sutton
Vice President of Advisor Growth
BEACON CAPITAL MANAGEMENT
Topic: Creating Sustainable Legacy with Multigenerational Clients - Strategies for Capturing Growth in the Coming Decade
Description: The Great Wealth Transfer represents one of the greatest growth and retention opportunities facing advisors today. This engaging, practical session moves beyond simply “meeting the kids” to show advisors how to become a trusted resource for the entire family.
Attendees will learn how to help clients prepare for the successful transfer of wealth, build stronger relationships across generations, and create a family service model that is both personal and scalable.
From family meetings and legacy conversations to targeted education, memorable client experiences, and more strategic use of CRM data, you will leave with actionable ideas they can put into practice immediately.
Vice President of Advisor Growth
BEACON CAPITAL MANAGEMENT
Topic: Creating Sustainable Legacy with Multigenerational Clients - Strategies for Capturing Growth in the Coming Decade
Description: The Great Wealth Transfer represents one of the greatest growth and retention opportunities facing advisors today. This engaging, practical session moves beyond simply “meeting the kids” to show advisors how to become a trusted resource for the entire family.
Attendees will learn how to help clients prepare for the successful transfer of wealth, build stronger relationships across generations, and create a family service model that is both personal and scalable.
From family meetings and legacy conversations to targeted education, memorable client experiences, and more strategic use of CRM data, you will leave with actionable ideas they can put into practice immediately.
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