The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.
In this webinar, Chief Marketing & Experience Officer, Susan Theder and Vice President & Advisor Consultant at First Trust, Jackie Wilke shared 10+ simple ways you can leverage experiences to create raving fans and drive growth, future-proofing your business.
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