For Orlando Esposito, head of PNC Bank’s Asset Management Group, the question seemed to have come out of left field. “Who,” the client asked, “is going to take over when I’m not here?”
In his long career in wealth management, Esposito had never heard that asked before, but the question has been popping up repeatedly in client conversations. Clients are thinking ahead to when both they and their current advisors are gone and their wealth has passed on to their heirs, he says. As such, they’re curious about how PNC trains advisors and who the future star performers are likely to be.
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