On-Demand, Continuous Learning Platform for Clients
With an estimated $8.8 trillion of wealth transferring from retiring Boomers to Gen Xers, Millennials, and Gen Z in North America*, wealth education may be the deciding factor for families who stay with their current advisors as it builds trust and rapport.
Tamarind Learning is a world-class, 100% virtual, wealth education platform that brings a fresh, fun, and modern twist to learning. Upon successful completion of the Accredited Beneficiary Stewardship (ABS) program, beneficiaries will have a continuous learning program to support them in stewarding their family's wealth.
Spend more time advising and less time explaining while helping to grow the next generation into the leaders of tomorrow.
*According to Wealth Transfer Report 2019