The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.

In this webinar, Chief Marketing & Experience Officer, Susan Theder and Vice President & Advisor Consultant at First Trust, Jackie Wilke shared 10+ simple ways you can leverage experiences to create raving fans and drive growth, future-proofing your business.
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They discussed:
0:00 Intro
3:32 Remember that experiences are everything
5:29 Modernize your value by serving people
13:04 Your clients’ next-generation
17:50 Highlighting your human capital
24:16 Ramp up your virtual and digital channels
29:19 Weave in meaningful moments and life events
33:48 Learn how to educate your audience
38:12 Tips for hosting your events
41:25 Share a hook or resource
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Susan Theder
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