Attracting and Serving Generation X & Y Clients

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:

• Attracting and Retaining Gen X & Y Whitepaper
• Using LinkedIn to Grow Your Business

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