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Technology ABCs for managing the XYZs

Wednesday, September 22, 2021 at 1:00 PM (ET)

Watch now and earn CE credits

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

Moderated by:
David Mastroberardino, Product Director, Croesus

Need CE credits?

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 Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

About the moderator