Practice Management: Engaging Tomorrow’s Investors Overview

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Recorded On: 10/01/2024

It’s widely understood that investor demographics are changing rapidly. The US is more racially and ethnically diverse than ever before. Women are the greatest recipients of the Great Wealth transfer, and NextGen (Millennial and GenZ) wealth is growing much faster than previous generations. For financial advisors, this means today’s and tomorrow's clients have different needs and expectations than the majority have historically. Just like changes in the market require a new approach to investing, changes in client demographics require a new approach to how advisors engage and serve modern clients. Advice must become equal parts financial guidance and human understanding – beginning with a personal connection and creating a trusted, collaborative relationship centered on empathy, education and empowerment.

Learning Objectives: 

  • Understanding demographics trends driving the evolving needs/expectations of investors 
  • Gain knowledge of unique investor needs
  • Learn how to better connect and grow relationships with these investors

Lacy Garcia

Founder & CEO

Willow

Lacy Garcia is the Founder & CEO of Willow (trustwillow.com), an award-winning wealthtech platform that connects individuals with vetted financial advisors. Through Willow's Advisor for Women™ and Advisor for NextGen™ certificate programs and client acquisition, Willow helps advisors acquire and grow trusted relationships with investors. A former financial advisor and marketer, Lacy is a nationally recognized thought leader, keynote speaker and frequently quoted in the media.

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Recording: Engaging Tomorrow’s Investors Overview
Open to view video.  |  60 minutes
Open to view video.  |  60 minutes