PFP18EL03

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

Date

June 11, 2018

$49

Standard Price

This product is also available as part of the following products:

Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2018)

Advanced Estate Planning (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)

Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)

AICPA ENGAGE 2018

This includes sessions from AICPA ENGAGE 2018:

CPAFMA Practice Management (as part of AICPA ENGAGE 2018)

This includes sessions from: CPAFMA Practice Management (as part of AICPA ENGAGE 2018)

EDGE Career Development (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2018)

Finance Redefined Track (as part of AICPA ENGAGE 2018)

This includes sessions from the Finance Redefined Track (as part of AICPA ENGAGE 2018)

Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2018)

Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

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

Deborah Fox

CEO & Founder, Fox Financial Planning Network

General

PFP | Engagement Sessions | ENGAGE Education Lab

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