The Advisor’s Guide to Communicating With Gen Z & Millennial Clients
Financial advisors accustomed to communicating with baby boomers and Gen X will increasingly engage with millennials and Gen Z, either as new clients or as family members of existing ones. This shift necessitates considering whether established communication approaches remain effective or if generational differences require tailored adjustments. Retirement expert Anne Lester addressed these questions at [...] The post The Advisor’s Guide to Communicating With Gen Z & Millennial Clients appeared first on ETF Trends.
Financial advisors accustomed to communicating with baby boomers and Gen X will increasingly engage with millennials and Gen Z, either as new clients or as family members of existing ones. This shift necessitates considering whether established communication approaches remain effective or if generational differences require tailored adjustments. Retirement expert Anne Lester addressed these questions at [...]
The post The Advisor’s Guide to Communicating With Gen Z & Millennial Clients appeared first on ETF Trends.
