Intergenerational wealth planning has become a much bigger feature in financial advisers' lives in the past few years, as they anticipate older generations passing down wealth through the generations, which helps them develop the next generation of clients.
But for advisers used to speaking to older clients, this can present a challenge, as younger adults can arrive with their own set of priorities and goals, and even different values from their parents.
Developing the softer side of financial planning skills can be difficult for some advisers, but her in this CPD article which is worth an indicative 30 minutes' CPD, we set out some pointers to think about.
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