Focus On | NextGen

Connecting to the Next Generation of our Clients

A NextGen Wake Up Call

Focus On | NextGen

These articles from the Investments & Wealth Monitor, published by the Investment Management Consultants Association® (IMCA®), focus on:

How to create a “Legacy Beyond Money” workshop to deepen your client relationships and learn more about their life stories, lessons, and values.

How to embrace technology to make convenient connections with the next generation of investors.

Holding true to IMCA’s reputation as the provider of advanced financial services education, these articles are a sample of the type of content found in IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) certification programs, as well as its conferences, membership, research, and publications.

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