Advisers must tailor communication methods

11/15/2012 | Financial-Planning.com

Financial advisers need to consider clients' age and prospects to successfully communicate with them, said Cam Marston, a generational-characteristics expert at Generational Insight. Baby boomers, Generation X and millennials have distinct preferences on how they want to be approached and given information, he said.

View Full Article in:

Financial-Planning.com

Published in Briefs: