Optimizing Your Practice for Gens X, Y, and Z
The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute
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In this episode, Robert Powell, CFP®, editor of The Street’s Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients. And, for additional resources and strategies to help engage with Gens X, Y, and Z, contact the New York Life Annuities’ sales desk at 888-474-7725 or visit newyorklifeannuities.com.
