 The key to forming a relationship with the younger client is having an advisor that is at or near the same generation,”
Ramsey Bova, president, Moneywatch Advisors Inc.
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Advisers need younger clients, but aren't reaching out: Survey
Carl O'Donnell | InvestmentNews, February 2014
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Summary: Despite recognizing that wooing younger clients is vital to the longevity of their businesses, most advisers aren't making any effort to do so. Six in 10 advisory firms don't have any strategy in place to court younger clients, according to a recent survey conducted by TD Ameritrade Institutional.
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