4 strategies to win gen x and y as financial planning clients
Summary of an Afr article by Mark Wiolnough
these are the beneficiaries of s massive inter generational wealth transfer from the baby boomers
– Educating young clients on how to maximise their financial plans
– Develop and implement a Strategy to keep clients on track and achieving their goals
– Integrating technology into the service – give individuals the ability and knowledge of investing their funds themselves into a vast array of financial products
– Providing mortgage broking and insurance to engage customers at an early stage
Leave a Reply
Latest Blogs
