01Mar

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 
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