Episode 26: Tomorrow's Clients
IMAP Podcast Series - Independent Thought
Chapters
0:59
There is a lot of intergenerational money transference happening
2:47
Female clients are making the financial decisions for themselves and in their relationship
8:09
There are other changes in demigraphics too with migrants
9:39
More about what millennials and Gen Zs are looking for
12:02
Bringing the wider family into discussions with the advisor as early as possible
14:23
Advisors can go totally paperless with their clients
15:45
How important is ESG to clients in the US and Australia
22:20
What are the Tech plays happening now in advice
25:55
The rol eof social media and marketing in growing advice businesses
IMAP Podcast Series - Independent Thought
Episode 26: Tomorrow's Clients
Dec 07, 2023
Episode 26
IMAP
James Kingston of Blackrock and Pedro Marin Ramirez, CFP of Marin Wealth discuss tomorrow's clients.
- Who are they?
- The rise in unexpected demographics
- What are the needs of these clients?
- How to connect with clients families for ongoing support.
- Social media and tomorrows clients
Moderated by David McDonald, CFA of IMAP
