Post by Milemarker

Name: What happens when your clients' children choose a different advisor? Your biggest growth opportunit
Uploaded: 2026-07-13T13:45:06.360Z
Channel: Milemarker
Description: What happens when your clients' children choose a different advisor? Your biggest growth opportunity may already be on your client list. Brett Bernstein, CFP®, CEO & Co-founder of XML Financial Grou

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What happens when your clients' children choose a different advisor? Your biggest growth opportunity may already be on your client list. Brett Bernstein, CFP®, CEO & Co-founder of XML Financial Group, explains why firms need to build relationships with the next generation before wealth transfers happen. How is your firm connecting with the next generation? 🎥 Coming up next on Next Mile — full episode releases July 14! 🎥 Sneak peek: https://lnkd.in/g3eyJjNy Subscribe to Milemarker for more insights on data, technology, and the future of wealth management. #ria #datalake #datawarehouse #wealthmanagement #dataintegration #nextmilepodcast

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