Marketing & Client Acquisition
Webinar on demand: Bring the power of multigenerational growth to your practice

CE credit: 1 hr., CFP* and CIMA

60 MIN WEBINAR

 


REGISTER TO WATCH NOW

Do you have a multigenerational growth strategy?


As the largest generation of adults today, millennial investors are building meaningful wealth as they enter their peak earning years. And they are expected to inherit 40% of the more than $70 trillion in wealth transfer through 2045.* Advisors who are able to connect with younger clients and serve multigenerational households have gained a first-mover advantage in building relationships and assets with the next generation of clients.


In this event, Chris Gies, director of Advisor Practice Management and Leslie Geller, senior wealth strategist, will share top strategies for transitioning intra-family wealth within your practice and effectively engaging this next-generation clientele.


Register now for this CE credit event to get actionable strategies you can use to help grow your business today and also build a foundation for tomorrow. 


What you’ll get:
 

  • Top multigenerational growth strategies of successful practices
  • A differentiated blueprint for a successful family wealth briefing
  • A life-stage planning checklist aligned to key client milestones 

Who can benefit: U.S.-based financial professionals interested in evolving their practices for future generations of clients.



Leslie Geller is a senior wealth strategist at Capital Group. She has 18 years of industry experience and has been with Capital Group for six years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.

Chris Gies is director of advisor practice management for Capital Group. He has more than three decades of industry experience and specializes in training high-level advisors on various practice development topics.


*U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2021, Cerulli, Page 17 -18


Subscribe to this series to watch.

Subscribe to this series to watch.

You're subscribed to this series.

You're subscribed to this series.
Join now


Featured Speakers
Leslie Geller
Senior Wealth Strategist
Chris Gies
Director of Advisor Practice Management
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.