The Trillion Dollar Closure Connection
The Financial Advisor's Ultimate Blueprint to Attract & Retain High-Value Clients Through the Great Wealth Transfer
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The Trillion Dollar Closure Connection
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Narrado por:
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Mikalee Byerman
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Heidi Struve Currey
Imagine this: You’ve worked with a client for years. You’ve helped them grow their wealth, plan for retirement, and secure their future.
Then, life happens. A spouse passes away. A family dynamic shifts. And before you know it, the assets you’ve managed for decades are gone—transferred to another advisor who took the time to build a deeper connection.
We’re not talking about a hypothetical here. This scenario happens every day.
In fact, by 2048, an estimated $124 trillion will transfer to heirs. More than 95 percent of the money going to spouses will go to women, yet 70 percent of women change advisors within one year of their partner dying. Further, only 19 percent of investors use their parents’ advisor.
This is a seismic transformation in wealth ownership, decision-making, and financial relationships. Your future success will require you to build meaningful, lasting connections with both your existing clients and the next generation. Because if you don't, someone else will.
This book will introduce you to the Trillion Dollar Closure Connection—how deepening relationships with your clients and their families will help you close more business, close the generational gap, and create closure for your clients.
Let us show you how to turn the Great Wealth Transfer into an unparalleled opportunity.
About the authors:
With 21 years in financial advising and sales leadership, Heidi Struve Currey helps advisors deepen relationships with clients by connecting their financial strategies with their legacy wishes. Mikalee Byerman brings 30 years of storytelling and marketing expertise to guide professionals through using humor, joy, and humanity as powerful business tools.
Together, they guide advisors through their proprietary legacy-planning process called Closure Mapping—designed to bridge gaps across genders and generations.
Seeking more closure? Visit TrillionDollarClosure com