Seeding future growth: Capturing the next-gen client

The wealth transfer is happening now. Firms that aren’t taking measures to capture next-gen clients from their current client base risk a shrinking business and future revenue loss. Learn why high-growth firms are prioritizing client engagement to foster business success, and what findings from this year’s Nitrogen Growth Survey support that strategy. Also: what steps can RIAs take to retain that younger client and build a resilient practice for the future?

Highlights:

• How to rethink your approach to client service for a new generation 
• What new offerings to provide in your practice – and how to execute
• The technology and tools needed to scale efforts that drive greater client satisfaction and personalization in advisory practices

Speakers:

• Ned Dane, Chief Growth Officer,  AdvisorEngine

• Craig Clark, Chief Marketing Officer, Nitrogen

• Tina Powell, Chief of Community, Intention.ly

• Justin Wilkinson, Business Development, AdvisorEngine
• Mitch Dunn, Managing Director, Nitrogen