Attracting and Retaining Gen X and Y Clients


The young are getting richer. This may be happening for two reasons. First, wealthy parents are no longer waiting until their death to transfer wealth; they are making transfers during their lifetime. Second, the technology boom has resulted in many IPO’s that have created wealth at younger ages than we have ever experienced before.

In the past, advisors focused their practices on Baby Boomers and did not really worry about Gen X and Y investors. That is not the case anymore. When combined, Gen X and Gen Y have overtaken Baby Boomers as the wealthiest generations in history.

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