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The Key to Building Generational Relationships

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The Key to Building Generational Relationships

You’re hearing about this at every broke dealer conference and it’s all over the financial news- there are massive movements of wealth between generations.
 

The difficulty is, how do you grow a relationship between generations to ensure your continued management of that wealth?

Related: Five Things Clients ACTUALLY Care About

Matt and Kirk are joined by ReminderMedia’s Andrew Saksa and Luke Acree to discuss relationship marketing. With over a decade of experience, they have built their business around creating touch points for advisors that allow the advisor to build a relationships that will strengthen their practice. Andrew & Luke break down the importance of developing strong marketing to increase access to that generational wealth that can be so ellusive.

Click below the image to listen and learn.

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