Clients are evolving. They have unique financial priorities and communication preferences. Combine that with the great wealth transfer, and advisors are being forced to adapt in order to succeed. In this presentation, you will learn about techniques and tools you can use to tailor your client engagement approach to resonate with Millennials and Gen Z.
By the end of this presentation, you will be able to:
- Boost Client Engagement: Discover strategies to build stronger, more meaningful relationships with all your clients.
- Attract New Clients: Learn how to effectively target Millennials and Gen Z for long-term growth.
- Become an Invaluable Resource: Leverage comprehensive planning tools to empower clients with a holistic view of their financial picture.
