15 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Initiating a Relationship with Client's Children
• In Your Existing Client Meetings
ŋ Encourage existing clients to bring their adult children into the relationship
ŋ Discussions around Estate Planning or even Long-term care can be beneficial for existing client's children
• Seminar/Family events
ŋ Topic specific webinar geared towards Next Gen
With Self-Registration, every event can have a call-to-action
ŋ Firm-wide family friendly events
• Social Media Campaign
ŋ This will be necessary for engaging the next generation.
ŋ Likely one of the most significant impressions you will make
ŋ Have Fun with it!
• Embrace technology whenever possible
ŋ MyBlocks
Product Blocks
Aiming for Your
Retirement Debt Consolidation
Life Insurance
Assessment Spend vs Borrow
