Emma, a seasoned advisor with a thriving client base, recently shared a concern: her clients’ children were unprepared for the wealth they would one day inherit. Worse, those children weren’t interested in engaging with her or her firm.
This is a common—and costly—issue. The largest intergenerational wealth transfer in history is underway, but over 70% of heirs switch advisors after inheriting assets. Why? They never felt included in the relationship.
Goalsetter gives wealth managers a solution: tools to educate clients’ children and build trust early. Through youth financial literacy tools, debit cards with spending limits, and investing basics explained in everyday language, advisors can help families prepare—not just financially, but emotionally and intellectually—for the responsibility of wealth.
Families want more than asset management. They want generational guidance. Goalsetter’s co-branded platform allows advisors to offer financial education as a value-added service that supports legacy goals and deepens relationships.
Advisors who help families build not just portfolios but financial knowledge will be the ones who keep relationships across generations.
Start educating your clients’ future decision-makers today.
