Title
How to Attract and Retain Younger Clients
Description
How to attract and retain younger clients Monday, Sept. 8 3:00 pm (ET) Shanda Sullivan, Sullivan Financial Strategies Baby boomers have been the focus of financial planners for the last decade, however it’s time for a shift. The Gen X and Gen Y population is growing and they tend to be geared toward managing their finances appropriately. What can you do to take part in this target market? Learning objectives: Who are Gen X or Gen Y clients? How do you attract this type of prospect? How are these clients different regarding meetings and retention? Registration URL: https://attendee.gotowebinar.com/register/2845063663162000385 Webinar ID: 125-825-459
Audio
Participants can use their computer's microphone and speakers (VoIP) or telephone.
United States Toll: +1 (646) 307-1719 Access Code: 332-725-156 Audio PIN: Shown after joining the webinar