Free eBook on Surviving Wealth Transfers

For financialadvisors looking to survive “money in motion,” download this free eBook fromBluelead entitled, Why Advisors Lose“Money in Motion” and How to Save Yourself. 

A recent studyby PWC found that the majority of families sever relationships with their lovedone’s financial advisor during a wealth transfer.  This eBook will cover the reasons familiessever these relationships, 3 easy things to do right away to prevent this fromhappening, how to leverage tools already in use, and how to build relationshipswith other professionals during the process.