WORKSHOPS AND KEYNOTES

We offer our clients leadership messaging and interactive working sessions to engage senior leaders in the opportunities of NextGen engagement. We are proven performers with practical solutions and we help your organization leverage its current market position and existing capabilities.

Driving Growth

We focus on the five core strategies that will impact future organic growth – the drivers of NextGen advisor and client retention, household consolidation and the key life events that trigger flows and cause client attrition.

NextChapter delivers

Applied Consulting

Actionable Insights

Connected Solutions

NextGen Engagement

We believe the NextChapter in client engagement means firms and advisors getting more comfortable treating the family as client and supporting each generation through common transitions and trade-offs around Moments that Matter including health events, caregiving and solo aging. We work with clients to deeply understand these inflection points, review their client base to get ahead of events, and support advisors and clients reactively navigating these situations with engagers, conversation guides and interactive content including client events.

Family Financial Solutions

We know Moments that Matter don’t happen in isolation. They impact G1 directly and have ripple effects across G2 and G3, forcing families to make trade-offs and reprioritize individual wants against familial needs. Times like these require a strong combination of traditional investment management products, protection solutions – particularly LTCI – and support services such as event-based book mining, caregiving resources and bill pay services. NextChapter’s curated point solutions include event-mining, family-level account monitoring, bill pay and more.

Practice Management

We know NextChapter industry leadership requires solving for scale across channels. Reaching a higher percentage of existing clients, accommodating family and incorporating more expansive services that support clients to and through retirement is the new market expectation. NextChapter partners with clients to assess current client base health, improve efficiency and leverage new/better digital client engagement and planning solutions that improve retention, consolidation and organic growth G1-G3.

Longevity Risk Mitigation

We believe NextChapter risk management requires risk mitigation for issues associated with aging clients including elder fraud and abuse, litigation and arbitration. Done well, we also believe this means solving for the “missed opportunities” of losing long-time clients and failing to engage the next generation. NextChapter brings more than 20 years of combined professional and lived experience to risk management assessment/audit, microlearning modules for firms and advisors, and comprehensive solutions including bill pay.

Workplace Integration

We’ve seen the future of sustainable growth and it’s through the workplace. Did you know that one third of retirement plan participants with $100k or more in a plan consider their primary financial advisor to be the retirement plan sponsor (employer)? Consumers don’t parse workplace benefits from separately held assets – they live a connected financial life – and expect their advisors to connect the dots. NextChapter enables clients to unite these worlds and deliver a more comprehensive suite of services to “in plan” clients through differentiated discovery, our user experience and ecosystem, and incremental advisor coaching.

Six disruptive trends. Five Solutions.

Email info@nextchapterinnovation.com to get your copy of The NextChapter in Wealth Management white paper.