![]() Lori Dorsey, senior vice president, director of marketing, Ivy Investments
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Summary: It takes a savvy advisor with a working knowledge of generational differences to navigate in today’s environment. Many advisors risk alienating potential and existing clients with a semantic slip, a word that resonates wrong, advice to someone younger that should have been reserved for someone older.
![]() Lori Dorsey, senior vice president, director of marketing, Ivy Investments
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