Don’t Confuse Gen X and Millennials

January 30, 2020

As baby boomers continue to age and draw down their wealth, one of the defining industry narratives over the past few years is that advisors must shift their focus to millennials to ensure that their businesses will remain relevant going forward. While millennials are no doubt important, the countless pieces of thought leadership focusing on how to best market to and cultivate relationships with this group ignores the fact that Generation Xers have far more investible assets…

 

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