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Winning Next Gen and Families: Establish, Educate, Engage

To receive continuing education credits for the session you just watched, please complete the quiz below. If you receive a passing score of 80% or higher, Envestnet will submit your information for CE credit on your behalf.

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This session is currently pending one (1) CFP® and approved for one (1) CIMA® credit.

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* 1. First Name:

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* 2. Last Name:

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* 3. Email:

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* 4. CFP Program ID:

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* 5. CIMA Program ID:

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* 6. “Next Gen” is defined as:

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* 7. What 3 P’s do we need to root our narrative in, to deliver value to the modern investor?

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* 8. To increase our odds of retaining wealth in a wealth transfer, the first time we engage/meet our clients’ family members (future decision makers) is ideally:

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* 9. What is a goal of mapping out the family tree?

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* 10. The Family Phone Call process is effective in fostering a warm, proactive engagement with those most important to our clients. Why is this process scalable and repeatable?

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* 11. “Experiences Outside the Money” refers to the time we spend with clients and/or prospects human to human, outside of what we do as financial advisors, planners, wealth managers. These experiences are unique opportunities to also engage their personal and professional networks.

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* 12. Finish the sentence: The W.E.A.L.T.H. acronym enables discovery and conversation around what makes investors feel “rich”, _____.

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* 13. First, we tailor our communication and experiences to the target audience, defined as One to One, One to Some or One to Many. Once that is determined, the level to which we personalize our communication and experiences:

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* 14. When designing educational content, it’s more impactful to focus on ____ rather than _____.

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* 15. The method to effectively engaging new generations of clients and prospects (for growth and/or retention) is:

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* 16. Which clients are the focus for the Business Audit?

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* 17. At the end of the day, to connect with the next gen, you must connect with the next gen.

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* 18. To access and learn about additional resources from Jackie Wilke and the Advisor Consulting Group, like one on one coaching and getting signed up for the Insights & Innovations Blog, and, who are you going to call?

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