Building Relationships with the Next Generation of Your Clients

From innovation to impact, from technology to personal fulfillment, the next generation is expecting more from their professional advisors.

To help you forge new relationships with the next generation, please join us at the Detroit Athletic Club on May 2, 2023 at 3 p.m. for a program featuring Michael Moody, Ph.D., the Frey Foundation Chair for Family Philanthropy at the Johnson Center for Philanthropy of Grand Valley State University. 

Dr. Moody will share his research on the next generation and help you devise strategies to engage them. He will share with you today’s generational personalities, how the next gen finds their place in their family’s story and legacy, and the alignment of their values with what they earn, spend, invest, and give.

Whether you are in the field of finance, legal, or accounting, how you succeed in adapting, innovating, and relating to the next generation of clients will affect your practice in the years ahead.