Jun 21 2024 21 mins
As the financial services industry continues to evolve, staying ahead of the curve means engaging with the next generation of clients and advisors. Today we are joined by FIG’s Chief Strategy Officer, Nicholas Ross, to discuss the transfer of wealth to younger generations and the integration of younger clients and advisors into financial firms.
One key takeaway from this discussion is the importance of understanding what wealth means to the next generation. While incorporating technology into the planning process is crucial for attracting the right talent and clients, it is equally important to understand where younger demographics spend their time and what they value. By asking the right questions, you can develop more comprehensive strategies that resonate with the next generation. Tune in to learn more!
Here’s some of what we discuss in this episode:
- The evolution of next-gen wealth management
- Engaging with the next generation + understanding their financial needs
- Integrating technology seamlessly into client interactions
- Strategies for attracting and retaining young talent and clients
Learn About FIG: https://www.figmarketing.com
800-527-1155