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80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

July 18, 2025

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

You’re probably familiar with the American TV game show “Family Feud,” where families compete against each other to guess the most popular answers to random survey questions. While the show is generally lighthearted, if the following question were put to the contestants, we suspect most financial advisors would find the answer jarring:

Name something next-generation high-net-worth clients do within two years of their inheritance: Top answer, Switch financial advisors (81). – World Wealth Report 2025 from Capgemini

While this may seem like an industry crisis, it also presents an opportunity for forward-thinking advisory practices, individual financial advisors who are eager to try a new model, and financial services partners capable of providing scalable practice management solutions.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

Author: Mike Carlone

Practice Management

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

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