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SEPTEMBER 2016

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.


​Contribution

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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