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Educational Webcast: What you need to know about the next generation

May 11, 2021 @ 1:00 PM - 2:00 PM





Cam Marston, author of The Gen-Savvy Financial Advisor, will offer a content rich session on how to introduce yourself, the most important things you need to know about the next generation, and what you can say or do to instantly make you relevant.

You’ll learn:

The most significant question you can ask to get things off to a great start.
How to determine if you’re “easy to do business with” per the next gen’s definition
Whether your use of some commonly shared terms are used differently by the next generation.



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