Sponsored by The Investment Center
The media loves to focus on what the industry should do to court millennials, but what about Generation X? The fact is, Gen Xers are expected to inherit the bulk of the wealth being transferred from aging clients in the coming years. Generation X, with its embrace of tech and its focus on relationships, has its own set of needs and values separate from baby boomers and millennials alike. Financial advisors can ill afford to ignore this important demographic.
Read this white paper to learn more about what makes Gen Xers so important for financial advisors, and the four steps advisors need to take to reach these potential clients.