Engaging The Rising Generation

By Rod Zeeb

As an advisor who makes a living managing assets, retaining those assets when they transfer to the next generation is becoming a bigger and bigger concern. The time to engage the next generation is not after your clients are gone, but NOW. But how do you engage the next generation? In this lesson we’ll look at when to begin meeting with them, what questions to ask, and how to lay the foundation now for a great relationship later.

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