The Great Wealth Transfer - What Advisors Should Know

2/3 of All Wealth Will Change Hands to Women and NextGen by 2030. Are you ready?

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🤔 Did you know that 2️⃣/3️⃣ of all wealth 💰 will transfer hands to women 👩 by 2030?
😮 Did you know that 8️⃣3️⃣% of Millennials 👨‍👩‍👧‍👦 have or plan on having cryptocurrencies 🪙 in their portfolio?
😲 Did you know that 7️⃣0️⃣% of all widows 👵 and most next gen clients 👨‍👩‍👧 will change financial advisors 👨‍💼 when they inherit wealth? 💸
If you want to survive in the brave new world 🌍 you must understand the Great Wealth Transfer 💰💸 and its implications for financial advisory.
🎓 This is a crash course on what you should know about The Great Wealth Transfer and actionable steps for you to take today. 📝✅


Your Instructor


Antoinette Rodriguez, MBA
Antoinette Rodriguez, MBA

I'm Antoinette Rodriguez, also known as the other “ARod.” With over 20 years of coaching on Wall Street and my time as a financial advisor at Merrill Lynch, I've delved into hundreds of million-dollar wealth-producing books of business, gaining an insider's look at how the high net worth grow their fortunes. I'm the CEO of New York City-based MarFi Advisors (stands for Marketing for Financial Advisors) and host of the Wall Street Growth Hacks podcast. I'm also the Chairwoman of Financial Advisor Magazine's Invest in Women initiative, and also a proud 9/11 breast cancer survivor. In 2018, I made a heartfelt promise to God that if I got through my treatments and saw my then-13-year-old daughter off to college, I would dedicate myself to helping as many people build wealth as possible. My Tiger girl started college in September 2023 and I'm ready to rock and roll!


Course Curriculum


  The $68T Great Wealth Transfer- What Advisors Should Know
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