Is your practice ready for the next generation of customers, and does it accommodate the next generation of advisors?
The largest contingent of working population today already consists of… Millennials.
That is a reality that is likely already creeping into the types of individuals with which you do business, both in terms of how they do business, how they think about the business they do with you, and their criteria for a successful relationship. And it’s also a dynamic that is increasingly part of the team you work with as you seek, cultivate, and maintain those relationships going forward.
At the 2018 NAPA 401(k) SUMMIT, we’ll have a very special panel titled “Incorporating Diversity in Your Practice,” focused on how to attract, retain, and develop the best new talent in a diverse America.
The discussion, lead by Anne Lester, Managing Director, Portfolio Manager, and Head of Retirement Solutions at JP Morgan Asset Management Retirement Solutions will also include:
Douglas Bermudez, CFS®
Senior Vice President and Investment Officer
Berumudez|Hall Retirement Group of Wells Fargo
Michael Curry, CTFA, CRPS®, CRPC®
Financial Advisor
UBS Financial Services Inc.
Janine Moore, AIF®, CFS, CPFA
Principal/Managing Partner
Peak Financial Group, LLC
You won’t want to miss it. And look for some special topics in our popular advisor peer-to-peer session!
The NAPA 401(k) SUMMIT
Nashville, Tennessee
April 15-17
If you miss it, you’ll be missing out.
