Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
 Winning these clients may not be easy, but the effort is worth it, and for more than just the assets they will bring over. They are not fickle clients. They are very good clients because they will stick with you through the long haul."Ryan Moeller, strategic relationship consultant, TD Ameritrade Institutional. |
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