July FPA DEI Learning Series: Engaging NextGen Investors
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The current environment for financial savings and investing is changing rapidly and tomorrow's clients will look very different than today's. Just as changes in the market require a new approach to financial strategies, changes in demographics require a new approach to attracting and retaining clients. To help you engage the next generation of clients and prospects, we'll share data-driven insights and offer creative ideas for servicing NextGen clients as they begin the journey to becoming the wealthiest generations in American history.
- How Millennial and Gen Z investors compare to other generations
- How technology and digitalization has shaped NextGen investor's expectations
- How financial professionals can better attract and retain NextGen investors
Travis Walker
Allianz Life Insurance Company of North America
With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE
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