The Conshohocken Study Group presents:
Connecting with Each Generation
presented by
Tom Kanyok, Regional Vice President, Ivy Investments

It's critical for all service providers to understand different generational perspectives.  But it may be even more important for financial advisors.  Not only do advisors serve as money managers, they often serve as marriage counselors, life coaches, therapists and more.
Learn how advisors who create experiences that better relate to each of the generations have the opportunity to cement a loyal client base and capture assets in motion.                                                                               
One hour of CE Credit approved for CPE
There is no cost to attend this program but pre-registration is required.

Webinar login information will be sent to all registrants the day before the event.

REGISTER HERE