We had a great turn out for our webinar featuring Ted Jenkin, a Wall Street Journal columnist and founder of OXYGen Financial, a firm which solely focuses on helping investors from Gen X and Y with the financial operations of their households and small businesses. He covered:

  • What Generation X & Y clients are looking for in an advisor
  • Unique service requirements
  • Building Social Media into a broader marketing plan
  • Using texting as a marketing tool
  • Online Communication Strategies

Please click here to watch the recording. You can also download these additional resources:

Let us know if you have any questions. We would be happy to discuss the webinar or any other trust questions you may have.

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