How to Educate "Next-Gen" Clients about Investing

Gaining Perspective

English - May 02, 2023 09:00 - 32 minutes - 58.9 MB - ★★★★ - 18 ratings
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Educating children on basic financial concepts from an early age can set a practice apart while empowering your clients’ children. The benefits of doing so are many, including earning goodwill and trust from parents and providing an opportunity to connect with the “next-gen” investor in early and constructive ways.

Here are some additional resources to learn more about Phillipp and Bento Engine:

Bento Engine Website Children & Wealth Release: Bento Engine Launches Children & Wealth Program to Educate the Next Generation Bento Engine on LinkedIn Philipp Hecker on LinkedIn How to Navigate the Kitces AdvisorTech Map When Evaluating Your Tech Stack - Articles - Advisor Perspectives

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