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Next Gen of Planners and Clients

Next Generation Blueprints: Lessons Learned Serving Next Gen Clients as an Intrapreneur

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.

Practice Management

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.


Financial Planner Use Among Black and Hispanic Households

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.

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