Client Communications
Speaking Their Language
How to tailor the message for different demographics
Reported by John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
BlackRock: Millennial Advisers Lead Industry Shift Toward High-Net-Worth Clients
Model portfolios have become essential, customizable tools for high-net-worth clients, and Millennial advisers are leading the trend.
Speaking the Languages of Different Generations
Whether it’s through a podcast, webinar or in-person conference, each generation receives information differently, and marketing whiz Rebecca Hourihan knows...
74% Report Difficulty Saving for Retirement, per Goldman Sachs
Living paycheck-to-paycheck is a reality for 42% of surveyed Generation X, Millennial and Generation Z workers.