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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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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