The next big client opportunity
Wealth is changing hands and demographics are shifting as Generation X and millennials inherit their parents鈥� or grandparents鈥� assets and become the next generations to retire. Watch for ideas to help you bring the next generations into your book of business.
Gen Xers and millennials are ready for retirement planning
Despite unique financial challenges facing these generations, they want to save more for retirement, and they want professional guidance. Find out how you can be part of the solution and take the opportunity that could help grow your practice for years to come.
