Young Adviser roundtable on Attract...

Overview for Young Adviser roundtable on Attracting Younger Clients

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A roundtable on attracting younger clients with key speakers: Sam Tate, co-founder of New World, a firm looking to disrupt everything in the advice process including fee models, engagement and ongoing servicing. Joe McGovern, director of MPA Financial, is focused on transitioning their business to be able to engage with younger clients. Key points for discussion: Younger Clients Should you target them? How to find them? Common challenges Can you cover them profitably? Advice Gap FSCS Consumer Research Post ‘Baby Boomers’ Do younger clients, need younger advisers? Re-defining the advice model DIY trend Need for digital interactions Social Media Rise of the Finfluencer Marketing channel Cost of living for younger clients Tax changes New environment going forward Misunderstanding and trust Segmentation Jargon Transparency

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