Communicating Value, Fit, and Trust in Financial Planning

As the great wealth transfer accelerates, one question matters:

Will the next generation see your firm as their firm?

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Part 1 of The Great Separation explores how clearly communicating value, fit, and approach can help prospective and next-generation clients understand, trust, and remain connected to your firm.

Developed in collaboration with PSBLTY, participants will consider whether their firm is:

• Clear about whom it serves and the value it provides.
• Relevant to next-generation clients.
• Creating trust through its messages and experiences.
• Helping the right clients see themselves in the relationship.

Which relationship continue may depend on how clearly clients can see themselves in your firm.

Explore the series and register.