Podcast: Enhancing wealth programs for community impact

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.

Explore more insights:

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