 In order to maintain growth, advisors and firms have to understand and take into consideration the age of both advisors and clients when they’re considering the proper mix of their businesses.”Doug Trott, President and CEO, PriceMetrix |
Young Clients A Growth Opportunity For Advisors, Report Finds
FA Staff | Financial Advisor Magazine, March 2015
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Summary: Financial advisors should target younger clients because they will grow faster and give advisors a fundamentally sounder book of business, according to PriceMetrix, a practice management and data services company.
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