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Advisor SunLife

photo: Brian

Have you met with your clients' heirs? How to build that relationship today

Date: September 8, 2016

Over the next 10 years, billions of dollars will be transferred to the next generation. But are the recipients of that wealth going to be ready for manage those funds wisely?

Talking about estate planning with clients isn’t always easy, but it’s an essential part of providing them with an overall “big picture” financial plan. Many Canadian investors have never discussed family wealth management with their advisors, or brought in their children to discuss inheritance matters. But there are ways for advisors to kickstart those kinds of important conversations.

Sun Life’s Brian Burlacoff shares his insight on how to build trust with clients and why it’s important to meet with heirs early in the financial planning process.

Advisor SunLife


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