In the News

Title

How Financial Advisors Should Pick The Right Bait For Fishing

Document Type

Article

Publication Date

12-15-2016

Abstract

If you're a financial planner who's fishing for new clients, you want to use the right bait, correct?

That means you should offer services that prospective clients want. Since each generation has different financial priorities, you can improve your odds of landing new clients by offering prospects in each age group the help they need the most.