Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers

Presented by

Paul Ellis, Brian Pierson, and Barbara Krumsiek

About this talk

With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place. Further, people are living longer, so the chances they move will depend on how a retention strategy is executed. Learning how clients like to be dealt with, and developing a strategy to develop client relationships will determine the strength of your practice. This webinar will cover topics such as: - How to establish a strategy for nurturing & client retention for aging generations - Understanding how to create mutual accountability - Developing proper communications protocols Panel: Paul Ellis, Sustainable Investing Consultant (Moderator) Brian Pierson, Managing Director, Tiedemann Advisors Barbara Krumsiek, Board Member, Arabesque Asset Management

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (174)
Subscribers (3943)
Investors and advisors can learn everything they need to know about sustainable finance as Paul Ellis interviews leaders in the field.