Legacy Stories co-founder, Tom Cormier, will reveal some extraordinary data about an emerging trend that is about to change the landscape of the financial services industry for generations! With this knowledge, you can ride the Baby Boomer Legacy Wave ahead of your competition and obtain your share of this massive and lucrative demographic.
During this web class replay, you will learn:
- Why Baby Boomers are creating an enormous wave of interest in leaving a legacy
- Why this fast growing wave is the greatest opportunity for advisors in many decades
- How Boomers are struggling to know how to start the legacy conversation
- How by asking a few key legacy questions you can solve their problem and prosper for doing so
- How to obtain your share of this lucrative demographic before your competition