Complete the module
Role of the adviser
In this video, we look at the fundamental role of an adviser and apply this to the conversation about intergenerational wealth transfer.
A framework for success part 1: Engagement
Here, we introduce our framework for success on wealth transfer and explore the ways in which advisers can engage with the primary client and their children.
A framework for success part 2: Proposition
This video covers the second half of our framework for success, which focuses on the advice proposition and how advisers can position their services according to the needs and preferences of different generations.
If you have completed all content in the module, you are ready to take the quiz and collect your CPD
Ready to test your knowledge?
Take the quizOther Vanguard 365 pillars
Client relationships
CPD content crafted to empower you to service your clients' needs effectively, build relationships, create loyalty and achieve new business growth.
Practice management
CPD content designed to help you build your practice, market your services effectively and cultivate a thriving professional network.
Investment knowledge
CPD content formulated for you to explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your technical knowledge.