We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.
This webinar that aired live on Wednesday, September 22, 2021 at 1:00 pm ET, provided insights on:
- The expectations of Gen X, Y and Z towards their advisors
- How their interactions with advisors differ to Boomers
- The technology that is available to bridge the gap
David Mastroberardino, Product Director, Croesus
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Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.
For those who missed the live webinar on Wednesday, September 22, 2021 at 1:00 pm ET, the recording is also available on CE Corner.
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