AICPA ENGAGE 2018

PFP18EL03 - How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology

Jun 11, 2018 6:25pm ‐ Jun 11, 2018 6:50pm

Standard: $49.00

Description

Firms that currently serve the Baby Boomers and Silent Generation clients know they will need to attract the younger generations to maintain the longevity of their firm. Forging a relationship with their clients' children is great for both the parents and their children. Yet most struggle to figure out how to connect with and provide planning services for younger generations. This session will provide you with specific recommendations for how to successfully and profitably serve NexGen clients by leveraging technology and workflow automation. Deborah Fox will share how she and her team built this service tier in their firm and what specific components made it a resounding success.

Learning Objectives:

- Provide ideas for successfully serving NexGen clients, especially the children of their existing clients
- Discuss examples of how Deborah structured this service in her own firm (what to do, but more importantly, what NOT to do

Speaker(s):

  • Deborah Fox, CEO & Founder, Fox Financial Planning Network

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