In The Press: Building Strong Bonds: Why Financial Advisors Should Focus On the Whole Family

At Cannon, we know that strong client relationships don’t stop with one generation. Linda Eaton and Jeff Cobb recently shared their insights in Advisorpedia on why financial professionals need to expand their focus beyond just their primary client and build connections with the entire family.

Too often, advisors work closely with parents but never establish relationships with their heirs. That’s a problem—because 80% of widows and heirs switch advisors after inheriting wealth. In their article, Linda and Jeff offer practical strategies to change that, from structuring family meetings to introducing financial education early. Their advice? Don’t wait. The best time to build these relationships is now.

Read the full article for actionable tips on strengthening client loyalty across generations.