Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 18 Apr 2023
- Episode Link
- https://proudmouth.com/podcasts/stop-being-just-my-parents-advisor-start-connecting-with-the-next-generation-with-julie-johnson-ep-411/?utm_source=rss&utm_medium=rss&utm_campaign=stop-being-just-my-parents-advisor-start-connecting-with-the-next-generation-with-julie-johnson-ep-411
Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them.
What holds advisors back? Not knowing how to connect and build relationships with the younger generation.
