Engaging NextGen Clients Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials. And their expectations are driving changes to the traditional CPA firm client engagement and service delivery models.
Leave this session with a roadmap for ensuring your firm stays relevant by engaging with the buyers of today and tomorrow!
1) Understand NextGen buyers, how they are different from traditional clients, and how to best engage them
2) Explore service, relationship and technology expectations of NextGen clients and prospects
3) Learn to proactively engage the successors of your retirement-age clients and your NextGen talent to ensure client continuity
4) Discuss the role of leadership and your talent in building a NextGen-ready firm