 As you build out your RIA or financial advisor practice, catering to one generation over another may be a sound approach. Yet as each generation may have a general persona, every generation has niches and communities within. Boomer lawyers, boomer dentists, boomer military, boomer executives, boomer stereo aficionados: advisors have built and will continue to build successful long-term practices targeted to a specific persona within a specific age group.”Frank Serebrin, InCapital Marketing |
