Winning Strategies: Build relationships with the next generation of HNW clients

Kathy McMillan, director, wealth management, investment advisor, Richardson GMP Limited, in Calgary, explains how to connect with the children of your HNW clients. McMillan gives tips on appealing to the next generation, including working with younger advisors, connecting to what matters for the next generation and seminars for younger clients. She spoke to Dan Richards, president, Client Insights, at Sheraton on the Falls in Niagara Falls.