Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X
To help all advisors at every level tap into the tremendous potential of the independent fee-based channel, our 2017 Advisor Authority study, now in its third year, explores the issues and innovative solutions that matter most to RIAs, fee-based advisors and their clients.
In this latest Advisor Authority Special Report, we focus on Generation X investors—a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer.
We will help you better understand the unique priorities, preferences, and concerns of Gen X investors so you can move the needle for your practice, enhance current profitability and build a foundation for the future growth of your firm.
Download the Advisor Authority Special Report, "Moving the Needle: Targeting Generation X” to tap into this market and build a foundation for future growth of your practice.