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!

In this blog, we talk about a day in the life of a financial advisor and provide case studies of some good financial advisors and how they spend their time.

Practice Management

What does a financial advisor do? (day in the life of a financial advisor)

This isn’t some made up crap because I want to sell on

July 8, 2022

This blog talks about the real experience that somebody had being an Edward Jones financial advisor.

Financial Advisor Careers

What’s it like being an Edward Jones financial advisor?

If you are thinking about becoming an Edward Jones financial advisor, STOP

June 20, 2022

Top financial advisor lists and rankings are bullcrap! Abolish them!

Advocacy

Why useless financial advisor rankings lists should be put to rest!

This blog is not for the faint of heart. I am writing

June 2, 2022

Advice-only financial planners are a force to be contended with!

Podcast

Advice-only financial planners are stealing the show!

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

May 23, 2022

Here is a list of low cost financial advisors.

Advocacy

Low cost financial advisors who WON’T cost you a bloody fortune!

Although the cost of financial advice has come done somewhat from past

May 16, 2022

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

What does a financial advisor do? (day in the life of a financial advisor)

What’s it like being an Edward Jones financial advisor?

Why useless financial advisor rankings lists should be put to rest!

Advice-only financial planners are stealing the show!

Low cost financial advisors who WON’T cost you a bloody fortune!

Are you sick of the BS yet?

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