Working with the next generation of clients
Book of stories
Complete the form to receive your free copy of Book of Stories 2.0:
Book of Stories 2.0 will help you to:
- understand different attitudes and behaviours toward money
- deliver value to the next generation
- optimise your business for successful intergenerational planning
Developed in partnership with research consultant, Platforum, Book of Stories 2.0 provides practical tools and insight to a range of attitudes, behaviours and concepts that will help you advise your clients and future-proof your business through successful intergenerational planning.
2 hours structured CPD available. In order to claim your CPD please complete the short questionnaire after you have downloaded the paper, you will need 75% in order to receive your certificate. The survey can be completed multiple times.
Get in touch for more information
i[email protected]
020 4502 7886
Charles Stanley services
Charles Stanley
Heritage and independence.
When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.