25MDRT-35A: Know Them Today or Lose Them Tomorrow: Strategies for Keeping Your Clients' Next Generation in Your Practice

English Focus Session

Parents want assurance that the next generation shares their values on wealth, and advisors need to build relationships with heirs to manage these assets. Ning explains how the ADDIE process (Analysis, Design, Development, Implementation, Evaluation) helps advisors create effective programs to drive these connections, ensuring content meets client needs and improves financial literacy. - Bobby James Ning, CFP, BA