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Advisor Education

Events to engage the next generation

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A thoughtful event strategy can bolster your efforts to engage your next generation of high net worth clients and retain wealth transfer assets.

Following is an excerpt from Nuveen’s guide to planning events that can help you initiate relationships and remain a trusted advisor to the whole family.

Get creative

When it comes to events, the possibilities are nearly endless. You could implement any of the following ideas – or use them for inspiration to create your own.

Implement effectively

No matter which event you choose, it’s critical to execute it well. That means planning out what you’ll do and when you’ll do it.

If you have questions or would like more information, please contact your Nuveen Advisor Consultant or call 800.221.9271.

Learn more

Additional resources
Target Future Wealth for Future Growth
To capture and cultivate the high-net-worth clients of tomorrow, advisors need to expand their base to include younger investors.
Advisor Education Generational ntelligence quotient advisory practice assessment
Measure your preparedness to successfully capture wealth transfer assets.
Webinar replay Generation n: Winning the client acquisition opportunity
Once considered a threat to financial professionals, wealth transfer presents an enormous opportunity to attract a new generation of clients.
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