Practice Management | On-Demand Webcasts
Next-Gen Advice: Why and How to Modernize Your Marketing for Modern Clients
Hear from a dynamic panel of next-gen professionals who present practical and applicable advice to financial professionals on modernizing their marketing and business for modern clients. With a growing population of next-geners taking over the marketplace, one must understand and connect with the changing audience and adapt their outreach to maintain their business. This session examines why marketing to a next-gen audience is crucial at this moment, offers applicable tips on connecting with the new generation, and reviews foundational items for digital engagement success that even less tech-savvy person can implement.
May 07, 2021
May 07, 2021
Diversity, Equity & Inclusion | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
April 30, 2021
Diversity, Equity & Inclusion | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021
From The President | Insights
Conversation with the President: A Commitment to Sustainable, Equitable Empowerment
April 26, 2021
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
From The President | Insights
Conversation with the President: Supporting the Lifelong Learning Journey
April 13, 2021
Retirement Planning | On-Demand Webcasts
Communicating Retirement Concepts in a Changed Consumer Environment
April 13, 2021
From The President | Insights
Why Economic Mobility in Underserved Communities is Good for Society and Business
April 08, 2021