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the financial services industry is facing disruption.
With a projected $84 trillion expected to change hands from parents and grandparents to younger generations over the next 20 years, it’s imperative that the rising generation of inheritors stewards their wealth in meaningful ways.
It’s not a financial problem.
It’s a human capital problem.
But left unaddressed, it will become a financial problem.
Referring your clientele to Wellth Works can help bridge the gap.
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