BT Financial Group has launched three educational toolkits to help its wrap advisers better service the needs of generations X and Y, as well as baby boomers.
The BT Generation Series includes educational information on the needs and attitudes of the different generational segments, as well as tailored seminar presentations, letters, media releases and template advertisements.
Advisers also have the opportunity to earn up to five continuing professional development (CPD) points through interactive training modules, with the FPA and dealer groups, such as Count Financial, backing the initiative.
"The educational presentations, practical business tools and marketing collateral, all serve as valuable resources that will... equip advisers to manage and grow their businesses for the future," FPA CPD accreditation professional services manager Todd Walters said.
A noted demographer has outlined the seismic shift that lays ahead for the financial planning industry, with the potential for new wealth clients down 110,000 in 2020, in comparison to the late 1990s and early 2000s, BT wrap solutions head Chris Freeman said.
Advisers need to find new ways to deliver value to the next generation of investors, so their businesses can continue to grow, Freeman said.
Via the BT Wrap desktop, advisers will have the opportunity to submit ideas for new tools, and access the expertise of the BT Wrap marketing team.
