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Advisors
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Create Account to manage your assets on the Jefferson National Account Management website.

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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

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.