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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. Optimizing Your Practice for Gens X, Y, and Z

Optimizing Your Practice for Gens X, Y, and Z

Jan 10, 2022

In this episode, Robert Powell, CFP®, editor of The Street’s Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients. And, for additional resources and strategies to help engage with Gens X, Y, and Z, contact the New York Life Annuities’ sales desk at 888-474-7725 or visit newyorklifeannuities.com.