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.
Product Knowledge Credits
Professional Responsibility Credits
Life and/or A&S
IIROC Cycle 9