The changing preferences of next-gen clients: Planning
In the final part of a three-part series, the authors examine planning's role in the changing preferences of next-generation clients.
Understanding the need to have the proper structure, asset and people in place, how do you then connect them all in a cohesive manner and how do you approach it with a client who may not be even thinking about it? Planning for the changing preferences of next-gen clients is the key here.
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