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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:

  • Defining Gen X & Y
  • Establishing multi-generational relationships with clients' children
  • How to engage and communicate with them
  • 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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