In this in-depth podcast led by IFA Magazine editor, Sue Whitbread, M&G Wealth‘s Vince Smith-Hughes discusses with Sue the benefits and possibilities that intergenerational financial planning can deliver for both clients and advice firms alike.
During the conversation, Vince picks out what he believes to be some of the key findings of M&G Wealth’s latest Family Wealth Unlocked report as well as highlighting why extending client relationships to family members is a mutually beneficial strategy.
Vince goes on to give some real-life examples of how intergenerational financial planning has benefitted a variety of people within financial services.
Finally, he shows how powerful material and resources developed by M&G Wealth – and easily accessible – can be used by advisers to help to boost their intergenerational financial planning solutions, thereby bringing significant short and long term benefits for both adviser and client.
M&G Wealth’s Family Wealth Unlocked report is available now for advisers to use and research – get your complimentary copy here