Cracking the Code: Attracting the NextGen client

Millennials and Generation Z are taking over the world. They need help planning for and protecting their future. But they don’t want to get that help the same way their parents did. This is where you can make the difference!

Join us as we discuss how to reach the next generation of clients and how to give them the advice they need to address their unique concerns.

• Why young adults don’t want to work with their parents’ financial professional.
• How to use social media effectively to position yourself as a trusted expert and attract young clients.
• How to address the unique problems and concerns of young clients.
• How to develop and create the right framework to work with young clients.

Bryan Kuderna is founder of Kuderna Financial Team and author of Millennial Millionaire: A Guide to Become a Millionaire by 30 and What Should I Do With My Money? He is a frequent contributor to CNBC, has a podcast and is the creator of the Weekly Wealthy Wisdom blog and newsletter. Bryan is focused on helping young adults increase their financial literacy and equipping them with the information they need to make the big financial decisions they face as they launch their families and their careers.