|Event Date||Wed Mar 24 EDT (7 months ago)|
Secure your firm’s future with a strategy that equips you to retain your best clients, grow your assets and attract a new generation of investors. Extend the bonds you have built with clients to engage their family members today, when these individuals need unbiased advice from a voice they can trust. This webcast provides actionable strategies to attract a new generation of clients and grow your assets.
Key topics we will explore include:
• Engaging clients across generations
• Establishing the right infrastructure, service model and solutions
• Developing an action plan to serve multiple generations
Director, BNY Mellon/Pershing