Session #2: Attracting the Next Generation of Clients

Monday, June 5, 2017 -
9:30am to 10:45am

Session type:

The Millennial generation is 80 million strong and their dependence on technology, values-driven ethos, and desire for customized, convenient solutions will have a significant impact on how money is managed and financial advice is delivered.  Through actionable tips and case studies, learn how to adapt your communication style, team formation, and service to better engage this next generation of clients that 88 percent of advisors agree represent a significant industry opportunity (PricewaterhouseCoopers, 2012).