Generational Planning: 9 Ways to Naturally Broaden the Conversation to Include Family

Dec 5, 2019 / By Elaine Floyd, CFP®
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Ninety percent of the next generation leave their parents’ advisor. Why? Because they have no relationship. Broadening the planning conversation now is not only healthy for your clients and their families, it also bonds you to younger people who will soon enough have assets of their own.

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