Banks, insurance companies and financial services organizations beware. An unprecedented transfer of wealth to younger generations has begun. Any company that doesn’t have a game plan to create loyalty within both generations will become extinct. Learn five comprehensive tips every business needs to know to keep the wealth within your doors.
- Understand why there is a crisis and who are the players
- Learn what’s at stake and what places you at an advantage or disadvantage
- Get step-by-step specifics on how to engage the generation currently holding the wealth AND the beneficiaries who will make or break your business
- Learn tactics you can apply to succeed in a customer-obsessed world