High-net-worth clients and advisors are both facing the same challenge: how to better connect with the next generation. In fact, in a recent survey of our foundation and donor-advised fund clients, we found that 37% cited this as a top priority for this year. For advisors, The Great Wealth Transfer is looming large with many fearing losing second- and third-generation clients during wealth transitions. Why? Because portfolio performance is no longer enough to retain them—but that’s where philanthropy comes in. Join experts Gillian Howell, Foundation Source’s National Philanthropy Executive, and Boryana Zamanoff, BNY’s Senior Wealth Strategist, who will share how and why philanthropy is one of the smartest, simplest ways advisors can enhance their relationships with these younger cohorts and retain them as clients.
The key learning objectives from this discussion include:
·  How and why philanthropy creates a natural way to engage the next generation
·  Examples of next-gen engagement strategies
·  Ways to reframe your messaging that resonates with younger generations
·  Why advisors who work to build these relationships before assets move are far better positioned to enhance and retain the business
·  Helping next-gen clients choose the charitable vehicle(s) that are best for them
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
