Adapt or die: Attracting Gen X and Gen Y clients
Generations X and Y are about to accumulate millions of dollars on their own, and inherit trillions from their parents. These families will need advisers. Are you prepared to serve them?
Having been born in 1981, I belong to Gen Y. I'm also an investment adviser representative and a consultant to 950 financial professionals. Because of where I fit in personally, the conversation about what the next generation wants from advisory relationships intrigues me.
In most respects, I belie
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