Preparing for the Next-Gen Client Base


Wednesday, February 6, 2019


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2:00 pm - 3:00 pm ET              


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PRESENTERS  


Linda York
Senior Vice President, Cogent Reports, Market Strategies International
 
Matt Schiffman
Principal - Distribution Insight, Broadridge

PRESENTATION


Preparing for the Next-Gen Client Base from NICSA

overview

 
Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate.

Tenured experts from Broadridge and Cogent will take a deep dive into the profile of the Affluent Millennial including:

- Product usage
- Risk tolerance
- Financial priorities

CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Management Advisory Services
Program Level: Basic
Delivery Method: Group-Internet Based


Cancellations and Refunds


Due to this program being offered free of charge, there will be no refunds issued.


Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

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