20th July 2023
NextGen or LostGen?
Panacea is delighted to have Schroders running our webinar on 2 Aug at 3.00pm.
This 30-minute panel session will focus on an enlightening new report from AKG Financial Analytics in association with Schroders and Fluido. The paper itself has been designed to create debate on NextGen and how advisers need to change their business models if they are to attract the next generation of clients.
Stuart Podmore Investment Propositions Director at Schroders will be chairing the webinar, where he will be joined by Gillian Hepburn, Schroders’ Head of UK Intermediary Solutions and Matt Ward, Communications Director from AKG.
Together, the panel will discuss:
An overview of the report production
The research, the respondents, and a discussion around what is meant by NextGen.
Understanding consumers
Consumer concerns, sentiments, priorities, interest in investing and appetite for responsible investing, plus how they get their information / buy and engage.
Adviser behaviour and sentiment
The importance of NextGen and factors driving practice development, business models, profiling, and client acquisition strategies.
Next steps - what this may mean for your business
The challenges and the technology that will enable the transition plus what businesses need to do to understand and reach this audience.
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