The $30 Trillion Opportunity

A 90-minute webinar giving advisors a practical, high-value introduction to engaging multiple generations of client families, plus immediate tools you can use with your clients.

Webinar Details

📅 January 29 | 12:00 PM Eastern

⏱️ 90-minute live webinar + Q&A

💲 $149 per advisor

🎓 1.5 CFP® CE Credits

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Why This Webinar Matters

Most advisors don’t lose assets because of performance.
They lose them because relationships don’t extend beyond the first generation.

As wealth transfers, continuity increasingly depends on your ability to engage spouses, children, and heirs — long before assets move.

This webinar is designed to help you understand the risk, recognize the opportunity, and begin building a multigenerational strategy that supports both client families and long-term enterprise value.

You'll Learn How To:

You'll Get:

Diagnose the impact of multigenerational engagement on your retention and enterprise value
Understand how and why assets leave after the first generation — and what actually changes that outcome
Apply a structured framework to lead multigenerational conversations with confidence
Position yourself as a family guide, not just a wealth manager

Three client-ready financial literacy guides you can use immediately
Insight into Next Gen communication preferences and engagement opportunities
Clear guidance on what a family meeting is — and what it isn’t
An introduction to the Commercial Family Office model, designed to bring the right resources to clients at the right time

The Tools You'll Get Access To...

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Who This Webinar is For

This webinar is designed for financial advisors who:

Want to improve client retention across generations
Are thinking about long-term continuity, succession, or enterprise value
Serve families where wealth, values, and relationships intersect
Want practical frameworks — not theory

How We Help Advisors Grow

The Legacy Companies is the only industry-focused firm combining methodology, training, reinforcement coaching, and digital content, for fast-ramp, retention, and long-term performance of Advisors and their client relationships.

Fin.Link is the largest community of financial professionals seeking their perfect opportunity. Whether you're crafting an exit strategy or aiming to grow your business, Fin.Link connects you with a wide range of possibilities in M&A, Recruiting, and Career Development.

About Me

Todd Fithian

Todd has decades of experience helping financial advisors grow their business. As the Co-Founder and Managing Partner of The Legacy Companies, Todd provides the vision and leadership for his team to revolutionize how advisors drive measurable growth.

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