Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clientswebcast 2017-06-20
What does it take for a next-gen adviser to work with baby boomers? It takes an understanding of demographic traits, such as developing name recognition with clients and making sure they know an advisers background, including past work and the educational experiences that led them to where they are today.
Date: Tuesday, June 20, 2017
Time: 4-5 PM ET
Register for this exclusive webcast where leading industry experts will discuss:
- How next-gen advisers can develop a deeper understanding of baby boomer expectations.How next-gen advisers separate themselves from their peers to win the confidence of baby boomers.
- Strategies for stronger communications with baby boomers.
- The appropriate and not-so appropriate times to text or email these clients.
Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email email@example.com for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.