Description

Your Generation NeXt clients are here. Who are they? While Millennials are coming up fast, the reigns are being handed to Generation X. What do we know about this middle child generation? A lot! And to stay relevant to those decision makers it's important to understand how they are different from previous generations of leaders and how to align your client service practices to deliver what they need. We'll explore what Generation NeXt leaders want from their CPA (not just in terms of services, but what kind of relationship) and talk about steps you can take to retain your current clients and attract new clients too.

Learning Objectives:

• Understand common characteristics of Generation X
• Learn a process to evaluate what different generations of client leaders want from their relationship
• Define and enhance the client experience you deliver
• Align client service processes and behaviors to more consistently deliver what clients need

Speaker(s):

• Carrie Steffen, President/Shareholder, The Whetstone Group