Building a Generation Resilient Business 


November 10, 2022

4:30-5:30 p.m. ET


Building a Generation Resilient Business

Over the next 30 years, the financial services industry will experience the greatest wealth transfer in history, as $68 trillion in assets will shift from the Silent Generation and Baby Boomers to their Gen X, Y, and Z heirs. While this could present a tremendous opportunity for financial advisors, the truth is that the vast majority of these younger generations do not currently work with an advisor.

New York Life’s practice management program can help guide advisors through proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients.

Cost: Complimentary



Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the November 10th event. Please monitor your inbox and spam folders for this communication and contact if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.


Frank Vilcnik

Frank Vilcnik, RICP®

Senior Regional Vice President, New York Life

Speaker Bio

About Me

I've been working in the financial services industry for over 36 years. My experience includes retail investment sales, sales program management, and wholesale distribution of mutual fund and annuity products.

A growing part of my practice is focused on helping financial professionals build a generation-resilient business. Approximately $68 trillion is going to change hands from current wealth holders to Generations X, Y, and Z over the next 25 years.* Industry statistics show that 80% of heirs will not stay with their predecessor’s financial professional.* New York Life has developed education and prospect contact tools – indeed, a system – to help a financial professional align his or her practice with the expectations of future beneficiaries to retain and increase assets under management.

I hold a bachelor’s degree in Geography with a Concentration in International Trade and World Business from the State University of New York at Buffalo. I maintain the Retirement Income Certified Professional (RICP®) certification through The American College of Financial Services.

Additional Information

My wife, Amy, and I make our home in Delray Beach, Florida. We enjoy the outdoors, epicurean delights, and travel. We have college-aged twin daughters.

*U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, Cerulli Associates, 10/2019


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