2012 Event Sponsors

Plantinum Sponsors



Event Sponsors




Lifeline Logo





Monday, December 17, 2012

10:50 a.m. - 11:25 a.m.

BRIDGING THE GENERATION GAP

Kristin North Strategic Relationship Manager, TD AMERITRADE INSTITUTIONAL

An uncertain economic environment coupled with the evolving needs of investors have created noteworthy shifts in client expectation sand interpersonal dynamics between advisors and clients. This session will explore the key drivers and proven techniques to establish a successful relationship with Generation X/Y clients.

>> Submit a question to this session's speakers

>> Return to Agenda