So it’s important to understand the differences and needs of different generations. Learn more bout working with NexGen clients.
Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.
Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.