Practice Management Ideas
5 Ways to Wow Gen Y Clients
Gen Y clients may have high standards and a different way of doing business, but they may also very well become the clients who will sustain an advisor’s company. For one, these younger consumers have more capital invested in the stock market through retirement savings plans than any prior generation did at the same age, according to Vanguard Investment Counseling & Research Group.
Here are 5 ways you can adjust your approach and welcome younger prospects to your firm.
Source: Dave Grant, columnist, Financial Planning Magazine
Practice Management Ideas
Practice Management Ideas
Practice Management Ideas
