Courses

Free

For Advisors: Your NextGen Opportunity

In this course you will learn why Financial Advisors and Financial Firms have begun to focus their time, energy, and resources on the NextGen of their client-families and the risk to your business if you do not. This course will review the wealth transfer statistics, what parents report is keeping them up at night, and how to best understand your role in the legacy planning process.

See more...

Free

For Advisors: Psychographics of the NextGen

In this course you will learn what you need to know before executing your NextGen strategy. This course will review the differences between Baby Boomers, Generation X and Millennials, with a focus on the interests and values of Millennials, and what they want from a relationship with their Wealth Advisor.

See more...