Excessive-net-worth shoppers and advisors are each going through the identical problem: easy methods to higher join with the subsequent technology. In actual fact, in a latest survey of our basis and donor-advised fund shoppers, we discovered that 37% cited this as a high precedence for this yr. For advisors, The Nice Wealth Switch is looming giant with many fearing dropping second- and third-generation shoppers throughout wealth transitions. Why? As a result of portfolio efficiency is not sufficient to retain them—however that’s the place philanthropy is available in. Be part of specialists Gillian Howell, Basis Supply’s Nationwide Philanthropy Govt, and Boryana Zamanoff, BNY’s Senior Wealth Strategist, who will share how and why philanthropy is among the smartest, easiest methods advisors can improve their relationships with these youthful cohorts and retain them as shoppers.
The important thing studying aims from this dialogue embrace:
· How and why philanthropy creates a pure approach to interact the subsequent technology
· Examples of next-gen engagement methods
· Methods to reframe your messaging that resonates with youthful generations
· Why advisors who work to construct these relationships earlier than property transfer are much better positioned to reinforce and retain the enterprise
· Serving to next-gen shoppers select the charitable car(s) which might be finest for them
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
