Gaining Perspective

According to new research from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children. Meanwhile, despite women’s burgeoning share of the wealth pie, financial professionals are missing out on a $14 billion opportunity to serve them via segment-specific experiences, appropriately tailored enablement programs, and targeted products and services. Here today to talk about how advisors can engage with and offer products that resonate with next-gen and female clients is Zach Conway. - Here are links to additional information about Seeds and Zach: Seeds Investor Website Seeds Investor Twitter Seeds Investor LinkedIn Zach Conway’s LinkedIn Prepare to Meet the New Generation of Clients (article in Advisor Perspectives) Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

Show Notes

According to new research from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children. Meanwhile, despite women’s burgeoning share of the wealth pie, financial professionals are missing out on a $14 billion opportunity to serve them via segment-specific experiences, appropriately tailored enablement programs, and targeted products and services.

Here today to talk about how advisors can engage with and offer products that resonate with next-gen and female clients is Zach Conway.

-

Here are links to additional information about Seeds and Zach:

Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.