[WEBINAR] Gen-to-Gen: Consumer Perceptions of Working with Financial Professionals from North American
Wednesday 01/20/2021 at 1:00 pm CST
In our latest installment of generational research – Gen-to-Gen – consumers share their thoughts on working with financial professionals for retirement and financial planning. Join us Jan. 20 for a first look at the new insights. You’ll learn how long they’re staying with their advisor, how closely they choose to work together in retirement planning, and what keeps them coming back each year.
In our latest installment of generational research – Gen-to-Gen – consumers share their thoughts on working with financial professionals for retirement and financial planning. Join us Jan. 20 for a first look at the new insights. You’ll learn how long they’re staying with their advisor, how closely they choose to work together in retirement planning, and what keeps them coming back each year.
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