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Horsesmouth Essential: “It’s not your father’s retirement” is a message that resonates well with younger prospects. Does your marketing reflect that?
Marketing Rocks Clinic: Generation X is moving into its investing years. There is no doubt seasoned advisors will need to spend time understanding the generations that come after the boomers. And answering the "Who Are You?" question will be critical when you are no longer discussing "My Generation."
How does Generation Y envision retirement? Here's the historically informed perspective from one frugal twentysomething. How does it compare with what you're hearing from your youngest clients?
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