Why 70% of Heirs Change Adviser and What To Do About It with Mark Hedderman, CFP®

About this episode

Francois du Toit interviews Mark Hedderman about the challenges financial advisers face during the Great Wealth Transfer.

Send us Fan Mail The Great Wealth Transfer is already underway. Trillions in assets will move from one generation to the next over the coming decades. Yet many financial advisers are still unprepared, both for their clients’ intergenerational planning and for their own succession. In this episode of PROpulsion LIVE, Francois speaks to Mark Hedderman CFP®, President of the LIA and CEO of Hedderman Financial Solutions, about what advisers must start doing now. They explore: • Why so many hei...

People in this episode

Host: Francois du Toit

Guest: Mark Hedderman

Topics covered

• wealth transfer
• financial advising
• intergenerational planning
• succession planning
• financial solutions

Keywords

• wealth transfer
• financial adviser
• intergenerational planning
• succession
• Hedderman Financial Solutions

Mentioned in this episode

Organizations: Hedderman Financial Solutions, LIA

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