Check out FutureVault’s exclusive webinar from January 10th
The Pendulum Has Swung: The New “Norm” Of Client Expectations Is Here To Stay
As the younger generation begins to enter and embrace their prime earning years where they will join the ranks of the high-net-worth, they’re also bringing with them a new set of expectations.
A set of expectations that institutions and firms across financial services, and in particular wealth managers responsible for managing their financial life, must take seriously and pay very close attention to.
For more information please contact Matthew T. Sheridan at Matthew@SpotlightFamilyOffice.com.