Generating a bond with your clients for generations to come

Understanding the relationship between your Boomer clients and their grandchildren should be an ongoing effort. That’s because it does so much more than give you a way to keep in touch with your older clients — it increases the likelihood of continuing to work with your clients’ grown children.

Our FREE whitepaper, “Why Focusing on Grandparents Makes Sense,” can show you five ways you can market to Boomers by addressing their concerns as grandparents.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.