Don’t Forget About Generation X!

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October 19, 2018

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Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the moment. Here’s why and how you should be reaching them.

Any questions? Send 'em in!

Financial planning transparency is a flower that is blooming that will nourish the world of financial advice and elevate service to clients!

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This blog contains copy you can use in your flat fee advisor website!

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Use this template for a flat fee advisor website!

Here is a template and some model text for a flat fee

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In this article we discuss how to read a Form ADV.

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Don’t Forget About Generation X!

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Should you die and go to hell before selling an annuity?

Use this template for a flat fee advisor website!

How to sniff out a lying grifter in a Form ADV

Are you sick of the BS yet?

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