“Many advisors achieve success with great focus, they’re very good with who they go after, their target audience. Their website aligns with that. Their communication plan aligns with their audience. Most advisors who are successful are highly focused on the mature generation transferring wealth to the Baby Boomers. It’s critical for them to think about how they can open up communication, their access and their language to include those younger generations.”
Learn more about Flexshares here.
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