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Next Gen of Planners and Clients
By Matt Cosgriff, CFP®
The lessons shared here can serve as blueprints
for helping other firms and young advisers cater
to the next generation of clients.
Why It Makes Sense to Build a Next Generation Practice
by Jay Hummel
Learn four tips for how to capture the assets of next generation clients.
by Kenneth J. White Jr. Ph.D.; and Stuart J. Heckman, Ph.D., CFP®
The AUM fee structure may inadvertently be preventing Black and Hispanic households from using financial planners.