How Advisors Can Engage Younger Clients (CFP® CE)

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The financial priorities for the next generation of clients may be vastly different than those of the current aging client base. With this in mind, it is important to understand what expectations and concerns these people have as we strive to engage them in a comprehensive financial planning discussions.

Join MoneyGuide and Wealthbox for a previously recorded CE credit webinar as we discuss how advisors can address the financial needs of the next generation. This webinar will cover:

  1. The differences in financial priorities among younger clients.
  2. How advisors discuss cash flow concerns, short-term goal management, debt guidance, life insurance needs, and the start of a retirement planning with younger clients.

*Note: This webinar is eligible for one CFP CE credit. Attendance at the live event was required for credit.


Caitlin Bayer


Envestnet | MoneyGuide

Colin Yackel, CFP®

Lead Trainer

Envestnet | MoneyGuide

Andrew Ladwig

Director of Business Development


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