Jason Stipp, Thomas Aviles, Ryan Murphy
The turn-over rate of advisors during generational wealth transfer is 70%. Are you confident that you can demonstrate your value to a new generation of clients? Getting to know your clients’ concerns, expectations and values will help you deliver truly personalized portfolios and differentiate yourself in the market.
In this webinar, you will learn how to:
- Have constructive conversations around values with your clients
- Use technology to derive reliable and actionable data around client preferences
- Ensure that your portfolios reflect client values while still meeting regulatory requirements and are in your clients’ best interests