WOW! Just WOW!
Nate and I were so humbled and honored to present to attendees of the Cetera Fast Forward conference in Houston, TX. The event was a peer-to-peer networking event focused on helping advisors run their practices efficiently.
We spoke about engaging the next generation and discussed the importance of breaking down the traditional way of thinking and planning for clients, redefining what planning means to "elder millennials." Stage of Life is so crucial to embrace and differentiate from traditional advisor/client relationships. Focusing on what matters MOST, like debt management, education planning, building emergency funds, and learning how to save outside of your company's retirement plan are key areas of concerns for this next generation and the clients we serve.
What do you think makes Next Gen planning so important? What drives you to take action in your financial life? Email us with ideas on how you think advisors can bring their next gen practice to the next level!
BIG thanks to all the session attendees. Your level of excitement and engagement during the discussion was ENERGIZING!
Check the background of your financial professional on FINRA's Broker Check. Registered Representatives in the Simplifynance program offer securities through Cetera Advisors LLC (CA) a registered broker-dealer, member FINRA, SIPC. Advisory services are offered through Cetera Advisors LLC, an SEC Registered Investment Adviser. CA is under separate ownership from other named entities.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.