4 services that can help meet the needs of Gen X clients

08/8/2013 | Financial Advisor online

Gen X clients have different needs than baby boomers and retirees, and they may provide the next revenue stream for your business. This article offers four services that can help reach Gen X clients: incorporate estate planning for parents of young children, enable clients to consolidate multiple employer-sponsored retirement accounts, raise awareness about long-term needs and structure strategies that reduce debt and increase cash flow. The writer also suggests that advisers offer a full-service website for this tech-savvy group.

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