Did you know that 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: