CEO Leo Kelly on Reaching the Next Generation of Investors

We’re excited to share that our CEO, Leo Kelly recently appeared in the WealthManagement.com article “New Research Confirms ‘Age Old’ Problem: How to Advise Younger Clients” with Alex Ortolani.

Verdence CEO Leo Kelly addressed the long-standing challenge of engaging younger investors who may not yet have that next gen wealth. “Next-gen wealth” refers to the financial wealth and assets passing down from one generation to the next. This often is with a focus on the education and preparation of future generations to manage and potentially expand these assets. He emphasized that while many firms struggle to make serving this demographic economically viable, Verdence takes a holistic, family-focused approach. Verdence advises entire families and involving all generations in the wealth conversation.

The firm pairs younger advisors with seasoned professionals to better connect with next-gen clients and recently expanded its financial planning team with the hire of Sara Mouser, tasked with building a pipeline for future wealth advisors. Additionally, Verdence meets younger audiences where they are by offering financial education through podcasts, videos, and email content—cutting through social media noise to provide trustworthy guidance.

See the full article here:

https://www.wealthmanagement.com/ria-news/new-research-confirms-age-old-problem-of-how-to-advise-younger-clients