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