Not sure how to communicate with your younger coworkers or clients? Looking to attract new clients that don’t fit inside your box? We recently read The Gen-Savvy Financial Advisor by Cam Marston, a guide to better understanding and advising each generation. This book details how to connect with each generation and some of the key […]
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Copyright © 2020 | My RIA Lawyer
Copyright © 2020 | My RIA Lawyer
