The amount of advisers promoting the number of families they service represents a quiet revolution in financial advice.
Today, 57% of advised children share an adviser with a parent and those parents expect their children to receive the same high-quality advice they receive.
Pair this with the incoming "great wealth transfer" and your business must be adept at advising for a range of different generations.
But every generation requires a nuanced approach. What works to satisfy your 64-year-old recent retiree just won’t cut the mustard for a client approaching the prime years of his career.
That’s where we come in.
Download our free guide and learn the best communicative and technological practices for:
- Millennials
- Gen X
- Baby Boomers
You will learn about their generational attitudes towards financial services, proclivity to remote advice and the reasons why every adviser must be adept at servicing a range of ages if they want to increase referrals or boost firm value.
