WORKSHOP

Are you ready to serve the next generation of investors?

The next generation of investors has very different wants, needs, and expectations. Advisors who are not adopting the tools, approaches, and mindset to serve them are at risk of losing growth opportunities and reducing their firm's value.

FEATURED WORKSHOP

Young investors workshop

This interactive session:

Reviews how the next generations can help your firm grow and how you can win their business
Includes case studies of how other advisors are building a scalable, profitable, and growth-focused firm to attract the future of wealth

Related workshop resources

It's Time to Change Your Mind about Young Investors

How the next generations can help your firm grow, and what you can do to win their business.

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Meeting the moment: How smart advisors are winning young investors

This paper highlights various methods advisors are using to attract and engage young investors.

Explore our latest research & insights

The decade of generational wealth

Learn about eight strategic imperatives to help grow your future business through generational family conversations.

The Advisor’s Guide to Digital Assets

Answer your clients’ biggest cryptocurrency questions with data and resources on this emerging asset class.

Growth Hub: Powerful advisor growth strategies

Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.

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