Preparing your practice for the next generation of clients – Altruist – 3.9.21

Overview:
Title: Preparing your practice for the next generation of clients
Date: Tuesday, March 9, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
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Summary:

Now On Demand

The transfer of wealth from the baby boomer generation to millennials will have significant impacts on the investment advisor landscape. Generational differences undoubtedly require attention to different approaches to service, investments and prospecting. Join us for this in depth discussion that will cover:

  • Identifying Millennial trends in investing and advisor relationships
  • Prospecting and strategies that attract multi-generations
  • How technology will help best position your firm for growth

Speakers:
Jason Wenk Jason Wenk Founder & CEO Altruist

Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios. With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. This rapid growth ranked the firm as a fastest-growing private company in the country by Inc. magazine 4 years in a row, reaching as high as #10. Jason was recently named a national EY Entrepreneur of the Year in 2018.
Dasarte Yarnway Dasarte Yarnway Founder & Managing Director Berknell Financial Group

Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives. Since the firm’s inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. Coined a “financial thought leader” and Guru by Nerd Wallet, Investments News 40 Under 40, Investopedia’s Top 10 Advisors, and Financial Planning 10 Young Advisors to Watch, Dasarte believes in meeting you where you are. He offers advice and insight through his weekly podcast, The Young Money Podcast, three books (Dating Benji 2016, Young Money 2018, Pay Me In Equity 2019), and weekly blog. His prayer is that you may design your wealth on your terms.
Brittney Castro Brittney Castro Founder & CEO Financially Wise Inc.

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning and education firm whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and host. Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Refinery29, Financial Planning, Investment News, Registered Rep magazine, and many more. Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked 6th on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017.