Next Generation Client Capture

The session discusses the importance of next-generation client capture for wealth management advisors. It begins with a brief overview Advisor Engine, a comprehensive wealth platform that offers various financial management tools.

Cancro highlights a major industry challenge: the $60 trillion wealth transfer happening over the next 20 years and the risk of advisers losing assets if they don’t engage with younger generations. Through personal anecdotes and statistical analysis, the session emphasises the high attrition rates if advisors fail to build relationships with clients’ beneficiaries. It suggests practical steps such as segmenting the practice by age, leveraging digital platforms, and ensuring next-gen advisors are involved in client relations.

The goal is to create an engaging, tech-savvy, and personalised experience for younger clients to secure retention and growth within the practice.

Watch parts of the session here:

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