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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.
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
