Want to Attract the Next Generation of Clients? You may need to change your approach.

May 29, 2014 by · Comments Off on Want to Attract the Next Generation of Clients? You may need to change your approach.
Filed under: IARFC Posts 

By Jamie Bosse, CFP® RFC®

Close your eyes and picture this: A financial planning or investment management firm in 1982. What do you see? Big, thick mahogany desks, classic artwork in gold-plated frames, gigantic file rooms full of tons (literally, tons) of paper, and perhaps some classy statues resting on doilies on every end table.

News Flash – if your office still looks like this, you may not be prepared to embrace the next generation of clients. The people who were born in 1982 are now in their 30’s, educated, and potentially on the fast track to becoming what you might call the “emerging affluent” and they are not impressed by a posh, stuffy office.

These 30-Somethings want to see modern conference rooms equipped with Wi-Fi ,video conference abilities, and a big screen that they can use to pull up information on – that is… if they want to see your office at all. They may prefer to correspond via email, video conference, Skype, or webinars. The tail end of Gen X and elder statesman of Gen Y tend to be impressed by a firm that promotes flexibility and work life balance. They want to work with advisors that are progressive, treat their employees like family, and have a life outside of the office.

For tips to help you attract your future client base be sure to check out her entire article in the July issue of the Register.


Jamie Bosse, CFP®, RFC is a Financial Planner at KHC Wealth Management in Overland Park, Kansas. She strives to help clients live the life they want by helping them identify their goals, create a plan, and take action. Jamie loves to write, travel, BBQ, and spend time playing with her husband, son, and pet corgi.

Contact: 913-345-1881
jbosse@makinglifecount.com
www.makinglifecount.com
Blog: KCFinancialPlanning.com

RFC Plan Competition Judge Encouraged by Student Presentations

May 8, 2014 by · Comments Off on RFC Plan Competition Judge Encouraged by Student Presentations
Filed under: IARFC Posts 

Professionals who love what they do for a living feel fortunate and look for a way to pay it forward – especially to the kids today.

For that reason, RFC Ed Skelly of Sterling Financial Partners in Ashburn, Virginia decided to travel to Las Vegas and judge the Finals of the IARFC National Plan Competition held on May 1.

As a Diamond Sponsor, Ed is encouraged by what the kids are learning in school.

 “Today the presentations by the three teams were absolutely phenomenal,” commented Skelly.  “I think the nine students who presented did a wonderful job.

The Final Results:

  • First place – Bryant University
    Smithfield RI, team members Kyle Creedon, Lauren Fayne, Jamie Pepin and their instructor Mara Derderian
  • Second Place – Shepherd University
    Shepherdstown WV, team members Bonnie Baily, Akhtar Khan,  Avery Mendzela and their Professor Nicolas Pologeorgis
  • Third Place – Bowling Green University
    Bowling Green OH, team members Dana Kaufman, Elizabeth Kevorkian, Becca Smoody and their professor Matthew Garrow

The IARFC congratulates all the students and their professors on the hard work and time needed to advance to the Finals and to the Bryant University team for winning first place.

“Without question having the ability to participate and placing in the top three spots in a national competition is something to be proud of,” continues Skelly.  “They will be a very good presence in the industry in the future.”