Delivering Financial & Retirement Advice Across The Generations
Dr. Joe Coughlin
Translating global demographic, social & technology insights into business strategy
Today’s financial planning & retirement client may include adult children and grandchildren. Key to dynamic client recruitment, retention, and meaningful client relations is the ability to engage across the generations.?
Join MIT AgeLab in this Preparing for Longevity Advisory Network (PLAN) webinar, where we will explore the related psychological, interpersonal, and socio-technological dynamics at play when advising the client requires engaging two-plus generations. In addition, we will spotlight financial professionals blazing the trails of cross-generational connection in today’s longevity economy.
All financial professionals are invited to join me and my MIT AgeLab team on July 27th (4:15 pm EST) for a PLAN Webinar, “Ok, Boomer: Connecting with Clients Across Generations.”?https://mit.zoom.us/meeting/register/tJIkdOGtqDksH9BygkofqRIxKMf9gkRbu_1r!