Summary: Year-over-year, an increasing number of the most successful RIAs and fee-based advisors say Generation X investors will be their primary target over the next 12 months — and a top driver of profitability for their practice. But Gen Xers have clear preferences that make them unique, especially when it comes to technology, the human touch and the importance of trust.
 You need to leverage the best of fintech to remain relevant, keep pace with the rapid rate of change, and outperform the competition. But it is equally important to forge one-on-one relationships, take a hands-on role, and sit on the same side of the table as your Gen X clients — with greater transparency in the fees that you charge, the products that you use, and the breadth of choices that you offer them."Craig Hawley is general counsel and secretary at Jefferson National |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?