Demographic Shift: Go Mobile or Go Home (ACGO)


'
Discussion Leader
Darren Root

Registering...
{{ successMessage }}
{{ errorMessage }}


Demographic Shift: Go Mobile or Go Home (ACGO)

Customer Rating

Field of Study

Information Technology

Level

Credits

1

Qualifies For

CPE

Overview

Your customer is changing. Their motivations, needs, and expectations have evolved. In just a few years, most Baby Boomers will have retired. Are you ready to engage clients and prospects who manage most of their financial lives on their phones?

Too many firms aren’t ready. Younger tech savvy clients will not wait for you to update your tech stack. They’ll just take their business to someone who already has a mobile app and works like they want to work.

In this webinar, we’ll explore what firms should expect from Gen X, Millennials, and Gen Z. You’ll learn how demographics are changing, how the marketplace is shifting and how your firm can not only survive but grow with the right strategy.

You’ll also see, in action, new technology that bridges the gap between demographics and allows you to offer a safe, secure, and engaging client experience.

Major Topics

  • How technology is impacting the industry
  • Business management for various demographics in light of technological advances

Learning Objectives

  • Understanding the behaviors and demographic profiles of Gen Z, Gen Y, and Millennial clients.
  • Learn how the market is adapting to these new segments.
  • Identify real ways that you can make changes to take advantage of the shifting landscape.

Designed For

CPAs in public practices and in industry at firms of every size

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Darren Root

Registering...
{{ successMessage }}
{{ errorMessage }}