About This Webinar
Do you have a clear strategy to grow your practice with Gen X clients?
If the honest answer is “not really,” you’re not alone — and the timing to change that has never been better.
Gen X (born 1965–1980) is the most overlooked generation in financial services. Most firms are still focused on Baby Boomers or chasing Millennials. But the numbers tell a different story:
- Approximately $29.6T in wealth transfers headed to Gen X
- Gen X wealth surpasses Boomers by 2032–2035
- 70% don’t use their parents’ advisor — yet

Join us for a live demo where you can ask questions and learn more!

Join host Vice President, Marketing Communications at CreativeOne and presenter Director, The Consulting Group at Global Atlantic Juile Schneider, for a CreativeOne Webinar on how to capitalize on the rise of Gen X wealth.
Agenda
  • Why Gen X makes financial decisions differently than any prior generation — and what that means for how you attract and serve them.
  • The #1 megatrend shaping where Gen X assets are headed, and the practical steps to position your practice ahead of it.
  • How to evaluate your own digital presence through Gen X eyes — so you know exactly what’s building trust and what’s costing you clients before the first conversation even happens.
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
  • 1776266092-5dc446b741649bf7
    Julie Schneider
    Director, The Consulting Group, Global Atlantic
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