Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
We are going all in on the topic of generational marketing this week. Our first piece looks specifically at Millennials. Our second piece highlights overall generational marketing strategies, and our final piece of the week specifically covers working with Gen X.
The suggestion from this author is don’t pigeonhole Millennials when it comes to their finances. This piece shares the benefits of working with this generation as well as four things Millennials need from you.
This blog explores three generational demographics — Millennials, Gen X and Baby Boomers. It shares impactful generational marketing methods to capture each generation’s attention.
Gen X is often referred to as the proverbial middle child and is frequently overlooked. This podcast urges advisors that this generation just may need you the most. It digs into Gen X spending habits, as well as helping them navigate funding college for their children.
