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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.

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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.

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