On Sept 23rd a NexGen K’Nex event attended by over 50 FPA members and non-members provided a window into several models for serving Gen X and Gen Y clients. It was not a presentation on theory, instead, presenters Ben Wacek, Scott Oeth, Ashley Murphy and Sophia Bera offered four specific examples of helping real life Gen X and Gen Y clients. They covered the client facts and circumstances, the recommendations and advice given and the compensation structure. While all advisors services and value propositions vary, attendees benefited from seeing how their peers are profitably serving this demographic. Stay tuned for the next NexGen K'Nex event coming up in December. Note: K'Nex events are open to all, not just NexGen members.
FPA - Connect
