Generational Intelligence to Build a Sustainable and Growing Practice

Wealth transfer among generations has begun. By 2030, more than $15 trillion in global wealth will be passed down. Individuals want to work with someone who can understand their specific situation. One of the biggest challenges in financial services today is building a growing, sustainable, and valuable practice. The key is to reach all generations and intentionally build a profitable practice for today and for tomorrow.

Learning Objectives: This program is designed to help you understand the different generations and to define specific strategies and solutions for reaching them, including: 

• Developing generational intelligence

• Methods for multigenerational communication of value

• Strategies for retaining assets through the next generations

Click here to learn more about our presenter, Adrianna Destefanis, Regional Vice President with John Hancock Investment Management, who specializes in helping financial advisors and their teams enhance their business through strategic marketing and branding.