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We've all read the stories about the ageing Baby Boomers, many of whom have already started retiring. So it's no surprise to see many advisors showing a heightened interest in attracting the next generation of investors to keep their business vibrant.
Gen X and Y is projected to account for about $28 trillion in investable assets in the U.S. by 2018. These two generations can't be ignored given their sheer size. That said, they grew up in a completely different environment than Boomers and understanding what makes them tick is essential if you're to make successful connections. Read this paper to see how 3 firms approach this new segment. Specifically they cover:
  • Defining Gen X & Y
  • How and where to engage and communicate
  • Tips and Tricks for working with Gen X & Y

- Read this whitepaper to get all the details