Generation n: Winning the client acquisition opportunity – Nuveen – 5.10.23

Summary:

Now On Demand

Once considered a threat to financial professionals, wealth transfer presents an enormous opportunity to attract a new generation of clients. Based on Nuveen’s 2022 research, this program is designed to equip advisors to seize on this opportunity. We offer six small but intentional actions that can help financial professionals engage the next generation while continuing to nurture existing relationships.

Key takeaways:

• Understand and meet the needs of wealth inheritors
• Create a sustainable prospect pipeline
• Build the right team to serve a multigenerational client base

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speaker:

As Head of Client and Retirement Education at Nuveen, Christine Stokes leads a team of Advisor Education Specialists and helps drive the firm’s research and education priorities.

She has over 20 years of experience in the financial services industry. Prior to joining Nuveen, Christine served as head of multi-asset product at Voya Investment Management, where she was responsible for new product strategy, development, ongoing management across distribution channels and managed the firm’s collective trust platform. Previously, she developed and launched custom target date solutions and oversaw defined contribution plan implementation at AllianceBernstein, L.P. She began her career at MetLife Financial Services as a financial advisor.

She is a frequent speaker at industry events and acontributor to publications focused on retirement and investment planning.

Christine serves on the Defined Contribution Institutional Investment Associate Public Policy Committee and is an active member of the Board of Trustees for Mott Haven Academy Charter School, the first in the country designed specifically for children in the child welfare system.

She earned a B.A. from Fairfield University and holds a FINRA Series 7 license.