Most Advisors today want to capitalize on the $84 trillion ‘Great Wealth Transfer’ to be given to Millennials and Gen Xers, many of whom are – or will be – parents of future college-bound students. Building relationships prior to a wealth transfer is essential, so we created a System to attract this market with timely solutions during this critical life event – college for their kids or grandkids. This helps to establish your role as a trusted Advisor when future wealth is transferred.