The Next Wave of Change

It has been said that that business leaders frequently overestimate the impact of change in the short term and underestimate the impact of change in the long term. Many advisors are aware of the shifts in servicing required by the millennial next generation of wealth owners. This session challenges attendees to think about the 10-year impact of these changes and how servicing in the future will look for your firm. What specific changes can we expect to see moving forward, not least in regard to buying behavior? What do firms need to do now to ensure that they are not left behind?