In a recent Oxford study, only the top UHNW financial advisory firms are focused on financial literacy for client’s children, parents and relatives (nieces, nephews, aunts and uncles). Baby Boomers will pass down an estimated $70 Trillion dollars in wealth to their heirs, and 90% of those heirs will change their advisors.

Your clients’ children and grandchildren could be the future of your business; to stay connected with them you need to build relationships today. That’s where the financial education program from ETF Insight Advisor solutions comes in, this breakthrough program is designed to engage kids, teens, next gen, adults, and seniors teaching the essential financial literacy skills that can last a lifetime.

The ETF Insight Advisor solutions is a multi-media award winning program to take your client connections to the next level. We offer 5 targeted modules to reach all ages groups.

• Customized printed booklets ready to be mailed to your clients and prospects
• Your company logo is prominently located on the front and back cover of each booklet with contact details.
• Booklets are also available in PDF format for easy emailing
• Each module is supplemented with a branded website complete with video content and interactive quizzes to reinforce the lessons.

Our goal is to make financial literacy fun and easy to understand. Financial literacy is not taught in schools and parents often lack the skills and time to teach their children about money. This gap is an opportunity for you the advisor to step in and provide an invaluable service. Be a trusted partner in their financial journey.