Please register below for this Smart Decisions whitepaper.

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?

Read this paper to see how 3 firms approach this new segment.

  • Defining Gen X & Y, their characteristics
  • Establishing multi-generational relationships
  • How to engage and communicate with Gen X & Y investors
  • Tips and tricks for working with Gen X & Y
How to Build Relationships Across Generations:
Cater to Younger Clients to Retain and Increase AUM
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Morningstar
 

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