5 Easy Steps to Building Financial Planning Relationships Across Generations

20 Nov    Investing News

As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children is significant: When surveyed, 42 percent of Gen X/Y participants did not currently employ an advisor, and 49 percent said they are likely or very…

The post 5 Easy Steps to Building Financial Planning Relationships Across Generations appeared first on eMoney Advisor Blog.

By