In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Cherie Fournier (Marketing Intent) discusses how her firm uses the results of the survey.
Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.



