Subscribe

William Finnegan

Displaying 4 results

Topic

Heads in the cloud: Why adviser marketing should embrace all types of media

Since Gen X and Gen Y investors want your help and prefer collaboration, use all available electronic and media tools

Topic

Are you ignoring the largest segment of affluent investors?

For advisers, 2015 is a magical year. It's when the leading edge of the Gen Y generation turns 35 years old.

Topic

What if your best clients don’t know what you’re talking about?

Younger investors feel overwhelmed by financial choice and think that financial products are too complicated

Topic

Why and how to create customized advice

Since a majority of affluent younger investors believe advisers give then generic advice, here's what to do to convince them otherwise