The Wealth Management of the Future Roundtable

Why NextGen advisers need to form connections with NextGen clients

Nov 20, 2013 @ 12:00 am

Runtime: 3:52

Amy Webber of Cambridge Investment Research on why itís important for young advisers to engage with NextGen investors so they can be situated as the ďadviser of choiceĒ once a generational wealth transfer occurs.


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