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