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Retaining Your Assets Through the Generations

Is the average age of the clients in your book 65? Are you confident that all of your assets under management will remain in your hands when your older clients die? Are you willing to bet your business on it? Successful FAs always look for net new assets. But what...

Managing Multi-Generational Teams

After one of my multi-generational team building workshops, a participant asked: How can generational awareness be managed correctly, for example in a multiple generational working group, where all the team members might be wanting to adapt to the other generations...