OPENING KEYNOTE: INTERGENERATIONAL PLANNING: ASSET RETENTION AND ENGAGEMENT WITH THE CLIENTS OF TOMORROW
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Keynote
Attracting new, younger clients can feel like a daunting proposition for advisers trying to modernise their business. What makes millennials and Generation Z tick? How do they shop, save, insure and invest for the future? Where do they get their financial information, and who do they trust?
This session will unpack key financial trends and concepts currently gaining traction among the younger generations – which can be harnessed by advisers to reach a new market. We will look at the channels, business models and branding that could make advice attractive to younger people, and in particular we will explore the intergenerational ties that may be a gateway to tomorrow’s clients.
What you will takeaway from this session:
- Understand the unique financial behaviours and preferences of Millennials and Generation Z, including their approaches to shopping, saving, insurance, and investment.
- Identify key sources of financial information trusted by younger generations, helping advisers understand where their clients gain knowledge and advice.
- Explore emerging financial trends and concepts that are popular among younger clients and could be leveraged to modernise advisory practices.
- Recognise the role of branding, business models, and digital channels that resonate with younger audiences, enhancing the appeal of financial advice for a new client base.
- Examine how intergenerational relationships can serve as a bridge to engage and retain younger clients, with a focus on family ties as a gateway for expanding client networks.