Secure Your Business Through Generations with Silver Bullet from CFS

What keeps many advisors, with an aging book of business, awake at night? Worrying about losing Assets Under Management (AUM) when their elderly clients die and transfer assets to their heirs.

Alarmingly, research from Fidelity indicates that over 90% of offspring leave their parents’ advisors upon receiving their inheritance!

However, this disheartening fact doesn't have to be your experience and CFS is going to help ensure it’s not!

Introducing Silver Bullet, CFS' innovative turnkey inter-generational family planning program, designed specifically for your clients that are grandparents, eager to help their college-bound grandchildren with college funding.

Silver Bullet addresses the pressing issue of an aging client base and the potential loss of significant AUM by fostering deep, meaningful connections across generations.

Watch this recorded webinar and learn how it works, the elements of the turnkey program and how you’ll use it to deliver exceptional value and nurture family relationships that secure your business for years to come!

WATCH THE WEBINAR Schedule A Demo

Here’s what you’ll receive when you purchase Silver Bullet:

Your own white labeled webpage with the full-length video embedded in it and a request for consultation form.

Content that you can “share the good news” with your clients that are grandparents, that have an interest in helping with college funding for the grandkids

Promotional content that you can use for seminars, webinar or social media advertising

Consulting with a CFS marketing expert to help you implement Silver Bullet in your business!

PPT presentation so you can deliver the content in person, or virtually *additional fee required.