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Advisor Education
Wealth transfer readiness assessment
Take the assessment
The assessment will help you measure your preparedness to successfully capture wealth transfer assets. This three-part assessment should take approximately three minutes to complete.
Once completed, you will see where your business is already successfully positioned to capture and retain these assets --as well as aspects of your model to amplify.
Then you can choose from a menu of options designed to help you go further. These range from actionable ideas -- including a multigenerational event guide – to a live consultation with one of our Advisor Education specialists.
For financial professionals only.
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