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April 18, 2023Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)28 minutesPlayBetween 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation....moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsApril 18, 2023Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)28 minutesPlayBetween 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation....moreMore shows like Top Advisor Marketing PodcastView allAdvisor Marketing Made Simple18 Listeners
Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation.
April 18, 2023Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)28 minutesPlayBetween 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation....more
Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation.