Enhancing Wealth Programs for Community Impact
Oct 29, 2024•29 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
How can financial institutions leverage wealth programs to enhance customer relationships and community impact? Over the next 20 years, $84 trillion in assets are expected to be transferred, and this episode of Bank on Wipfli explores what financial institutions can do to connect with the next
generation and retain those assets.
Special guest Anne Schutt, Vice President of Business Development for Midwestern Securities, joined Wipfli’s Robert Zondag, Partner, to discuss:
• The importance of board support and involvement in wealth programs.
• Strategies for engaging with the next generation during the great wealth transfer.
• Steps to start a new wealth program from scratch.
For the best experience, listen in Metacast app for iOS or Android