Articles by Joanna Mesirow

About the author:

Joanna Mesirow

Business development representative

Joanna develops relationships with financial firms that could benefit from our financial planning and digital solutions. While working with other members of the Advicent team across the organization, she mainly focuses on reaching out to new businesses to understand their needs and determine if our tools could help.

Preparing for the great wealth transfer

$30 trillion in assets will shift hands over the next few decades and yet as little as 2 percent of children stay with their parent’s advisor. If your firm currently has a majority of clients in late stages of retirement, it is important to have a strategy in place to prepare for the transfer of wealth.

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