According to JD Power’s annual Investor Satisfaction Study, 55% of investors under age 40 prefer to communicate with their financial advisor using digital channels compared to just 26% of older investors. And younger clients are using those channels to communicate more: 71% increased the frequency of interaction with their wealth management firm during the pandemic.

If you’re looking to attract those younger investors, adopting digital channels is your best bet. Join our next interactive webinar for an inside look at the tools your firm needs in order to attract younger investors AND advisors, including:

  • Essential modern tools to stay competitive
  • How real advisors are attracting younger clients and employees
  • Which business models are preferred by each generation

We’ll discuss why it’s important to work with young professionals now – before it’s too late. RSVP for this important discussion and get strategies you can implement this month.

Can’t make it live? All registrants will receive a link to the replay.


Samantha Russell (Moderator)

Chief Evangelist
FMG Suite

Sonya Dreizler

Speaker & Consultant
Solutions with Sonya

Dana L. Wilson

CHIP Professionals

Samantha Russell

Chief Evangelist, FMG Suite

Charlotte Spangler

Marketing Manager, FMG Suite