Make the call: Advisers must be proactive on building family relationships

PA360 Conference

Jenna Brown
clock • 2 min read
Gillian Hepburn: "Pick up the phone and make contact with them. Let them know you are there."
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Gillian Hepburn: "Pick up the phone and make contact with them. Let them know you are there."

Advisers looking to retain control of assets when they eventually pass to the next generation must take the first step in building relationships with client's family members, delegates heard at Professional Adviser's largest conference.

Speaking at PA360 on 27 April, Schroders head of UK intermediary solutions Gillian Hepburn said advisers need to take the initiative and pick up the phone. Delegates heard an estimated £1trn will transfer...

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