There are more people qualified for wealth management than most realize, says Angela Pearson, Senior Vice President & Market Leader, PNC Wealth Management, St. Louis, as the U.S. is in the middle of a $30 trillion transfer of wealth.
In this video, Pearson explores the biggest misconceptions in wealth management, how the retirement of the baby boomer generation is creating a need for strategic business succession planning, as well as the importance of taking a holistic approach to wealth management.
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