Technology ABCs for Managing the XYZs

By Croesus with CE Corner

We are in the middle of a historic $68-trillion intergenerational wealth transfer. The way advisors manage boomer clients will not automatically resonate with generations X, Y and Z. Advisors have a once-in-a-career opportunity to not only retain assets but significantly grow their businesses by acquiring a new generation of clients. 

This webinar will provide insights on:

• the expectations of generations X, Y and Z for their advisors
• how these generations' interactions with advisors differ from those of boomers
• the technology available to bridge the expectations gap

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.