Coming up on September 23rd will be a K’Nex event (open to all, not just NexGen) that will provide a window into several models for serving Gen X and Gen Y clients. This won’t be a presentation on theory, instead, it will offer specific examples of advisors helping real life Gen X and Gen Y clients. We will cover the client facts and circumstances, the recommendations and advise given and the compensation structure. While your services and value proposition may differ from the advisors presenting these cases, you’ll benefit from seeing how some of your peers are profitably serving this demographic. Specific event details and registration information forthcoming.
FPA - Connect
