Preparing for the Next-Gen Client Base


Preparing for the Next-Gen Client Base

Join Linda York and Matt Schiffman to explore surprising insights and opportunities focused on the next-generation client. This webinar will feature new research to help Asset Management firms attract and retain Next Gen clients. Join us for an in-depth look at myths and facts about how financial firms can connect with millennial investors by understanding their financial outlook, what’s important to them and how they like to communicate.

Tenured experts from Broadridge and Cogent Reports will take a deep dive into the profile of the Affluent Millennial including:

  • Product usage
  • Risk tolerance
  • Financial priorities


Who Should Attend: Asset management firms and advisors.

Key Objectives:

  • Help asset managers transform their businesses and grow relationships.
  • Help advisors aid next generation customers in making better decisions about retirement, investing and life planning


Linda York, Senior Vice President, Cogent Reports, Market Strategies International
Matt Schiffman, Principal, Broadridge Data & Analytics

Date: February 6, 2019


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