Hidden Gems Episode 2: The Great Wealth Transfer for SOLOs and Women

In 2025, trust between advisors and their clients takes center stage. Over 61% of clients cited a breach of trust as the primary reason for ending their relationship with an advisor. This stark reminder highlights a fundamental truth: money is deeply emotional and personal.

In response, SCM has created, Hidden Gems, an advisor empowerment video series designed to equip you with the resources needed to cultivate meaningful relationships with your clients and prospects. You’ll be introduced to unique behavioral strategies to apply during prospecting and with your current book of business, enhancing the level of trust from clients and providing you with tools to help them navigate significant financial decisions and transitions.

Episode 2: Coming Soon