Upcoming Session: Undressing the Mind

Wealth at Work is a conference by Advisor2X for financial advisors to explore what is upcoming in the industry, network with peers, and gain insights to keep leveling up the skill of serving as an advisor.

Tuesday, October 18 2022 Holly Knight and Faith Teope are leading a session on the skill of serving multiple generations. We cannot expect the usual conversations of Gen Z being on TikTok, student loans of Millennials, and the impending retirement of Boomers. This session will be a dive into the minds of these different generations based on the world they know, how they interact with their money story, and then making decisions about adjusting their financial outlook.

Leaving no generation behind is more than a duty for a financial advisor, it is also very certainly a business decision.

Join Holly and Faith, in Las Vegas, for this fast-paced conversation.
Register: www.faithteope.com/coming

Faith Teope

Advocate for humans on the topics of retirement, abuse, and raising savvy kids.

https://www.leverageretirement.io
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The Speed of Influence

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Folding To Fit in the Box