A short view.   

In another of our most popular sessions from 2023 we have a fascinating session based around the AKG Report, ‘NextGen or LostGen?’ which was sponsored by Schroders.

The session features Matt Ward of AKG, Gillian Hepburn of Schroders and Duncan Muir of Fludio talking in depth about the issues facing financial advisers and their ability to attract and service younger clients profitably and successfully.

Well worth re-visiting as so much information contained in both the report and this session on the potential tools and strategies which might be successful and which can be viewed by clicking here.

#nextgen #clientacquisition #AKG