This session will address the changing trends and the expected disruption in the financial services industry. Attendees will learn about the demographic shifts and psychographic changes that could impact their practice in the near future. Participants will learn and analyze the power of changing new diverse customers who are multicultural, women, millennial and demand new rules of engagement. There is a great disconnect that exists between our businesses and customers and the session will address the upcoming challenges and possible solution to develop and grow sustainable financial and accounting practices.
Identify the diverse opportunities available in financial services
Select techniques to leverage these lucrative markets
Recall insights and creative ideas in multicultural marketing to take your practice to the next level