I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did...Read More
How You As An Adviser Can Help Next Generation Clients?
How Advisors Can Help Next-Gen Clients Next-Gen will inherit Baby Boomers’ wealth Build relationships with low-AUM clients and your trust may pay off Financial advisors can help during transitional stages...Read More
Marketing to Millennials
Marketing to Millennials Optimize your company’s website for the 21st Century Your website needs to support mobile and tablet users Tackle Twitter, Instagram, and Youtube Personalize your company’s brand Be...Read More