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Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Released Thursday, 14th March 2024
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Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

Thursday, 14th March 2024
Good episode? Give it some love!
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Much of the discussion around financial advice tends to be around asset allocation, product selection, and fund structures. These are all worthy conversations and topics we’ve enjoyed discussing previously on this show. But one topic that feels underexplored: how do advisors deliver financial advice to clients across generations? A retired client in their 70s needs a much different advice offering than a 40-year-old client in their prime work years. In this episode, we are diving into the fascinating intergenerational dynamics of financial advice.

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