Effective Strategies For Reaching Gen X and Gen Y Clients
Marguerita M. Cheng , CEO, Blue Ocean Global Wealth, www.blueoceanglobalwealth.com, will discuss succession planning and effective strategies for reaching Gen X and Gen Y clients.
Recorded
Jun 17 2014
44 mins
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Presented by
Marguerita M. Cheng
Marguerita M. Cheng
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Real Life Career Transitions and Succession Planning for Financial Advisors Recorded: Oct 1 2014 40 mins
Marty Kurtz, CFP ® and Elizabeth Jetton, CFP®All successful financial advisors face a turning point in their career . . .
Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?
Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry. -
2 Minutes on BrightTALK: Accelerate Your Advisor Business Through Technology Recorded: Sep 23 2014 2 mins
Dave Welling, General Manager, Black DiamondDave shares a case study of a small firm who is using technology to successfully serve clients remotely while having $160 million under management. -
2 Minutes on BrightTALK: What Contributed to the Growth of Your Company? Recorded: Sep 2 2014 2 mins
Neal Simon, CEO, Highline Wealth ManagementHear how referrals and keeping clients happy have helped Neal achieve year-on-year growth for his company. -
2 Minutes on BrightTALK: Key to Successful Succession Planning Recorded: Aug 26 2014 2 mins
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Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients Recorded: Aug 20 2014 47 mins
Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning PointSuccess stories from the field about how advisors are building their skills and using “participatory learning” processes such as the Circle and World Café to attract, retain and add meaningful value to clients.
Since 2012, BrightTALK has featured highly rated sessions by Elizabeth Jetton, CFP®, on “Circle Practice: the art of changing the conversation with women about money.” Elizabeth is returning with an update:
-WHY we need to become “conversational leaders” and
-WHAT we are learning from advisors who are hosting client and community gatherings and adding this new element to their practice.
-WHY new ways of engaging with clients and potential clients is critical in the 21st century. -
2 Minutes on BrightTALK: The Advantages of Going Independent Recorded: Aug 12 2014 3 mins
Todd S. Thomson, Chairman, Dynasty Financial PartnersLearn why Todd believes every advisor should consider going independent. -
2 Minutes on BrightTALK: How to Successfully Engage in Conversations about Money Recorded: Jun 30 2014 2 mins
Kathleen Burns Kingsbury, Wealth Psychology Consultant and Founder, KBK Wealth ConnectionJoin Kathleen to learn how to provide clients with more meaningful financial guidance by understanding their personal situation and motivations. -
Effective Strategies For Reaching Gen X and Gen Y Clients Recorded: Jun 17 2014 44 mins
Marguerita M. ChengMarguerita M. Cheng , CEO, Blue Ocean Global Wealth, www.blueoceanglobalwealth.com, will discuss succession planning and effective strategies for reaching Gen X and Gen Y clients. -
2 Minutes on BrightTALK: Establishing a Niche Client Base Recorded: Jun 10 2014 2 mins
Carl Richards, Director of Investor Education, BAM Advisor ServicesCarl Richards describes how building a "psychological" (beyond profession or income level) niche market will help you become more comfortable with the emotional aspect of financial advising. -
2 Minutes on BrightTALK: Planning Your Firm's Future Recorded: Jun 10 2014 2 mins
David Canter, EVP, Practice Management and Consulting, Fidelity Institutional Wealth Services (IWS)David Canter shares how financial advisors should start planning for new talent acquisition and how your firm must build its KPIs around its client base. -
2 Minutes on BrightTALK: Developing Your Niche Strategy Recorded: May 20 2014 3 mins
Mark Tibergien, CEO, Pershing Advisor SolutionsEstablishing a niche client base should not be about grouping people together according to their wealth. Learn how to build a niche client base for your business.
Tips, advice and thought leadership to help build your business
Hear from a range of industry experts on interesting and unique ways to better market your practice among the high-net-worth audience. Topics include practice management, social media, referral marketing, blogging, connecting with clients and so much more.
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- Title: Effective Strategies For Reaching Gen X and Gen Y Clients
- Live at: Jun 17 2014 8:00 pm
- Presented by: Marguerita M. Cheng
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