The Wealth Transfer infographic is a clear, approachable tool designed to help financial professionals open meaningful conversations with clients about intergenerational wealth planning. This thoughtfully created resource simplifies a complex topic, inviting clients to consider how their legacy will be managed—and by whom. It’s a relatable, low-pressure way to start important discussions that are often put off or avoided.

The Wealth Transfer Infographic: A Practical Conversation Starter.

Intentional Planning Made Simple

Planning ahead is one of the most impactful things a person can do for their family. The Wealth Transfer infographic offers a practical starting point, laying out key steps in a way that’s easy to follow. It begins with what matters most: talking openly with loved ones. These conversations build trust and set the stage for a more organized and confident approach to the future.

From there, the infographic guides clients to review their financial picture—taking stock of assets, liabilities, and key documents. It also highlights smart ways to plan for tax efficiency, helping ensure more of their wealth stays with the people and causes they care about. Finally, it prompts a review of insurance and estate planning goals, ensuring these still align with evolving values and life circumstances.

Whether someone is just beginning or revisiting their strategy, this visual guide makes the process feel manageable—and meaningful.

Sharing Infographics with Clients

When financial professionals share the Wealth Transfer infographic, they offer more than advice—they provide families with a broader, more connected planning experience. One of the most valuable outcomes? Encouraging clients to introduce their financial advisor to their children, creating continuity and laying the foundation for multigenerational trust. It’s a straightforward way to help ensure that the wealth you help manage today stays invested with your firm tomorrow.

Professionals who use tools like this position themselves to deliver deeper, more personalized advice to clients and their families—including the next generation. In an increasingly competitive landscape, this kind of forward-thinking support strengthens relationships and helps your practice stand out. The Wealth Transfer infographic doesn’t just inform—it empowers action and creates connection.

Also available in FreshPlan.

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Personalized
Infographics are personalized with the advisor name, contact information and company logo.