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Do you want to attract the new generation of clients and secure your business for the future? We have the perfect session for you!
Up to 70 per cent of Baby Boomers’ combined $3.5 trillion net worth, or $326,000 per household, is set to transfer to Gen X children and Millennial grandchildren.
This exciting keynote session led by Adele Martin, Founder of My Money Buddy and The Savings Squad Podcast, will show you how to win the next generation of clients through engagement and advice service models that combat cultural shifts and changing customer needs. | |
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| Here’s what Adele will cover: |
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| | Discover why the children of Gen X can be a source of new clients for advisers and how to recruit them. |
| | | The power of social media and how to use it to effectively target Gen X and Millennial clients. |
| | | Creating content that resonates with different generational segments, including short videos and articles on key financial topics. |
| | | The benefits of online calendar bookings and video calls for client meetings. |
| | | The importance of having an updated and easy-to-find website showcasing your services and expertise. |
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Don’t miss this exciting opportunity to learn how to win the next generation of clients and take your business to new heights.
First release tickets are available now but they won’t be here forever – book your ticket before midnight 13 April to save a huge 50% off the full ticket price. | | VIEW AGENDA | | SECURE FIRST RELEASE TICKET |
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| Keep an eye out, we’ll be announcing more in the coming days. | | If you have any questions regarding the Adviser Innovation Summit 2023, please contact a member of our team through the contact page on our event website. |
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Product provider rates not included.
Please contact us for full pricing details. |
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