Don’t buy into the stereotypes. Many next-generation professionals have great-paying jobs and are looking for the right advisor to help them grow their assets. Who will they turn to manage those funds? With the right plan, it can be you. But to earn their business, you’ll need to rethink many of your tried-and-true practices.

To get started building your plan to attract and retain next-generation clients, join Theresa Homecillo, Securities America manager of licensing and registration on July 10 at 11 a.m. EST for this informative CoffeeCast. In the time it takes to enjoy a cup of coffee, Theresa will share how to define your ideal next-gen client, what services you should offer them and how to develop a pricing strategy that fits their needs and yours.

Key Speakers

Theresa Homecillo
Licensing & Registration Manager, Securities America
David Adler
Wealth Management & Behavioral Finance Expert (Moderator)