Prospecting the Next Wave of Wealth: How to win business from younger, wealthy investors

  • |
  • 50 mins 03 secs
Get a turnkey guide for connecting with younger, wealthy investors. With a historic shift in assets already underway due to intergenerational wealth transfer, we believe now is an opportune time to do so. In this recorded presentation "Prospecting the Next Wave of Wealth" we share key insights that can help power your acquisition and retention efforts as they relate to the top 10% of earners under the age of 50.

Addressing their financial priorities today can position you for decades of partnership, and shared success, in the future.

© 2023 T. Rowe Price. All Rights Reserved. T. ROWE PRICE, INVEST WITH CONFIDENCE, and the Bighorn Sheep design are, collectively and/ or apart, trademarks of T. Rowe Price Group, Inc.,


Channel: T. Rowe Price

In order to access this quiz you need to provide the following information:

You need to provide at least one CE Accreditation number: *

Please take a moment to provide some detailed feedback on the presentation:

Show More