Summary: Advisory firms face a daunting challenge as they prepare themselves for the latest version of the future. They will have to retool their service offering for a new generation of clients (aka Millennials), who have very different preferences, different advice needs and far more digital sophistication than your Baby Boomer clients ever had.
 It’s like what they say about eating the elephant; if you try to do it all at once, you’re going to get a bad case of indigestion. But if you do it one manageable bite at a time, and have a reasonable plan, you’ll wake up one day and realize that you’ve achieved a goal that was extremely daunting at first."Bob Veres' Inside Information |
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