Sponsored by The Funding Heart
The media likes to concentrate on what the business ought to do to court docket millennials, however what about Technology X? The actual fact is, Gen Xers are anticipated to inherit the majority of the wealth being transferred from getting old purchasers within the coming years. Technology X, with its embrace of tech and its concentrate on relationships, has its personal set of wants and values separate from child boomers and millennials alike. Monetary advisors can unwell afford to disregard this essential demographic.
Learn this white paper to be taught extra about what makes Gen Xers so essential for monetary advisors, and the 4 steps advisors must take to achieve these potential purchasers.
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