Financial Planning: It’s Not Just for Boomers Anymore (Personal Financial Planning Conference)

Earn CPE anywhere!

Hear Robert Alan Moore, MS, CFP speak about the financial planning profession and how it is undergoing rapid change as members of generations X and Y, the “now” generation, join baby boomers in seeking financial advice. To properly serve this increasingly important demographic, firms must evaluate each element of their business.

You will hear about the following:

• Strategies for attracting and retaining young advisors
• How to develop services that will engage and retain younger clients
• Business models, marketing techniques, and technologies to guide your firm into the future