Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market
The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool
![Kelli Cruz](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D5838b52aaa31e76ff9993183b3db51b6%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Kelli Cruz
Great article and the follow-up from my perspective is that advisory firms need to be thinking not only about their strategy for the Next Generation of clients, but their strategy for finding and keeping the Next Generation of talent as well. The two go hand and hand.
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