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Modern Wealth: It’s Not Just About Money

Session Speakers
Session Description

Why Attend
Find out why Americans with financial advisors tend to have a broader view of what constitutes wealth and how that mindset affects the way you should deliver the modern client experience. 

Session Details
For many people with financial advisors, wealth is about more than achieving specific monetary goals or status symbols. It also includes the role community and friends play in their lives. A subject-matter expert will use Schwab’s Modern Wealth Index study as a springboard to reveal new insights into what drives the mindset of people who hire advisors. Learn:

  • How people’s view of wealth is changing
  • Why those with advisors are more likely to “lean into” the monetary aspect of their lives than people without advisors
  • How to develop a broader view of your clients’ overall life experience when  advising them about monetary goals

Additional Information
CPE-1 hr
Snapshot Session
1h
Session Schedule