A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office? They are being influenced by a barrage of information that you cannot control—TV, 401(k) providers, co-workers, social media, etc. Understanding how different generations approach these inputs is critical in framing ongoing communication with your clients.
In this webinar, Marie will dive deeper into generational segmentation and look at the dynamics influencing the client/advisor relationship. Understanding how and where investors from different generations are being influenced is critical for advisors to understand.
- What really happens when a client leaves your office
- Where your clients are receiving investment inputs and how different generations act upon those inputs
- Using appropriate technology to stay connected to your clients
- Offering portfolio strategies aligned with each generation's values
The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.
The Certified Financial Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.
Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting www.flexshares.com. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
An investment is Flexshares is subject to numerous risks, including possible loss of principal. Fund returns may not match the return of the respective indexes. The Funds are subject to the following principal risks: asset class; commodity; concentration; counterparty; currency; derivatives; dividend; emerging markets; equity securities; fluctuation of yield; foreign securities; geographic; income; industry concentration; inflation-protected securities; infrastructure-related companies; interest rate/maturity risk; issuer; large cap; management; market; market trading; mid cap stock; MLP; momentum; natural resources; new funds; non-diversification; passive investments; privatization; small cap stock; tracking error; value investing; and volatility risk. A full description of risks is in the prospectus.
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| Marie E. Dzanis, CIMA® Senior Vice President, Head of Distribution Nothern Trust Asset Management |
Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.