Millennials and Money: Evolving Your Business for the 21st Century

 

 


Click Here for the Presentation Slides

 

Complimentary Webinar
February 25, 2014
4 to 5 pm EST
 

 

 

Mark Magnacca

Speaker
Wayne Badorf, CFP®, CFS®
Head of Intermediary Sales, Wells Fargo Funds Distributor LLC

 

 

 

An unprecedented amount of money—more than $10 trillion, by some estimates—will transfer from one generation to the next in the coming 10 years. This spells opportunity; however, success hinges on understanding how to attract and retain a new generation of clients.

 

In this webinar, you will gain valuable advice on how to work effectively with the Millennial generation from Wayne Badorf, who has studied the best practices of premier advisors for more than 20 years. Hear his recommendations for structuring your practice to enhance your value to Millennials and:

  • Discover the pitfalls of a one-size-fits-all approach to service
  • Get a clear raod map for staying connected to a tech-savvy audience
  • Learn what steps you can take right now to ensure that your practice thrives

 



The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company. 222689 02-14

 

 

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