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The Go-To Family Finance Solution for Financial Advisors
Financial advisors know that trust is built not just through wealth management, but by helping families prepare the next generation for financial success. That’s why advisors rely on KidVestors as their family finance solution of choice. By offering engaging financial education for kids and teens, you strengthen relationships, differentiate your practice, and position yourself as the advisor who truly puts families first.
Help Families Thrive Financially While Growing Your Practice
Nearly 70% of wealthy families lose their wealth by the second generation, and nearly 90% by the third. The missing link isn’t just better investments, it’s financial education that prepares the next generation to manage, sustain, and grow wealth. KidVestors complements financial advisory services by educating kids and teens (along with their parents) on money management and investing, ensuring legacies last.
Trusted By
Relevant. Engaging. Easy to understand. Low cost. As a financial wellness program manager at Bank of America, those are 4 key ingredients that I’ve found to be necessary for an effective financial education program. KidVestors has created a way to keep it REAL by designing a financial literacy software platform that does more than meet the needs of students…it puts them on a path towards wealth creation and economic prosperity.
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