Brainstorming ways to better reach millennial investors has basically become it’s own cottage industry among wealth advisors. Countless articles have been written, videos produced and apps launched to ...
How should older financial advisors talk to potential millennial clients? Equally important, how should millennial advisors talk to potential older clients? Given the intergenerational wealth transfer ...
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Shift happens. Are you ready?

A 21-year-old entrepreneur advising corporates on Gen Z: Marko Stavrou, the Gen Z Guy and founder of Genlink. A 9-year-old performer, Desmond Koolen, already commanding a global audience. Both will ...