NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

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The landscape of financial planning is undergoing a seismic shift, driven by the digital-native expectations of Millennials and Gen Z. These emerging investors aren't rejecting financial advice; they are rejecting the outdated formats, slow processes, and high-friction experiences that have defined the industry for decades. To capture their trust and long-term loyalty, advisors must evolve.

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your practice to thrive in the era of the Great Wealth Transfer. Discover how to replace traditional planning with the seamless, intuitive, and highly personalized experience that younger clients not only prefer but demand.

Join us to learn how to:

• Adapt your engagement model for digital-first expectations and short-form content habits.
• Implement mobile-first onboarding and collaborative dashboards to create a frictionless client experience.
• Leverage micro-moments of engagement and real-time planning to build lasting relationships.
• Position your practice to attract emerging investors and secure your relevance for years to come.

If you're ready to evolve your advisory practice, deepen client relationships, and capitalize on the most significant wealth transfer in history, this session is a must.

Speakers:

Chris Mauriello | Sr Financial Planning Practice Management Consultant | eMoney

Chris Mauriello has been helping eMoney clients at every level for more than 7 years. Starting as a Customer Service Rep, Chris's passion for helping advisors implement and use eMoney led him to become a Client Success Coach, then a member of the Live Training Team, and ultimately to his current position, where he helps firms and advisors implement and scale their planning services to deliver more personal, impactful advice.

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Questions? Please email: [email protected]