NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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While millennials in general may not be hot prospects, the young adult children of your clients are another matter. If you want to keep managing that money once it is passed to the next generation, then you need to start making millennial marketing part of your strategy.
May Chart Talk: Affluent baby boomers and their 20-something millennial children are renegotiating their financial dynamic; millennials are far more dependent on their parents for money than baby boomers were.
TheStreet: At some point in your life, there’s a good chance you will be asked by friends or family for a loan. Here’s how to help them while protecting yourself.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025