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.
RecordedJun 17 201444 mins
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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.
The worst thing that can happen in succession planning is starting too late. Learn from Corey what other key components contribute to a successful succession planning.
Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning Point
Success 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.
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.
Carl Richards, Director of Investor Education, BAM Advisor Services
Carl 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.
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.
Establishing 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.