Over the next 30 years, the financial services industry will experience the greatest wealth transfer in history, as $68 trillion in assets will shift from the Silent Generation and Baby Boomers to their Gen X, Y, and Z heirs. While this could present a tremendous opportunity for financial advisors, the truth is that the vast majority of these younger generations do not currently work with an advisor.
New York Life’s practice management program can help guide advisors through proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients.
Speaker:
Frank Vilcnik, Senior Regional Vice President, New York Life
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased