The August call for the Gen K cohort focuses on "Client Engagement of the Future" with insights from Capital Group, also known as American Funds. Featured speaker Jonathan Young shares his extensive knowledge on branding, service, communication, teamwork, and client acquisitions. The session includes a 40-minute presentation followed by a Q&A, highlighting the importance of strong client relationships and effective practice management strategies within the retirement plan landscape. Attendees are encouraged to engage by submitting questions in the chat throughout the session.
