The category of “Next Gen” encompasses many facets of investor, from your clients’ “kids” (stretching from retirees to Gen Z) to the next wave of high net worth individual. To win in the great wealth transfer, financial professionals, teams and enterprises need to engage their clients’ families proactively and consistently to increase their opportunity to retain relationships and assets, while identifying and attracting new target markets of wealth. Winning Next Gen and Families teaches you the processes and practices to fortify what you’ve built while attracting new generations of wealth through unique value.
If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to firstname.lastname@example.org if you have any questions.
This session is currently available for 1.0 CIMA® credit.
This session is currently available for 1.0 CFP® credit.