Quovo’s Putnam: 3 ways to attract millennial clients
The advisory space needs to be geared toward gathering more millennial clients, but Lowell Putnam of Quovo warns that these clients are high maintenance. Learn three tips for attracting this highly sought-after demographic.
The advisory space needs to be geared toward gathering more millennial clients, but Lowell Putnam of Quovo warns that these clients are high maintenance. Learn three tips for attracting this highly sought-after demographic.
