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Bridging generational gaps in financial advice: Connecting next-gen advisers with baby boomer clients

webcast 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:

  1. 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.
  2. Strategies for stronger communications with baby boomers.
  3. 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.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.


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