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According to data from marketing consulting firm Purpose Generation, only 30% of advisors pursue clients under the age of 40, which could be a mistake because Baby Boomer clients are beginning to spend their wealth rather than accumulate assets. So reports Financial Planning.

Alexandra Cole, founder of Purpose Generation, recommends that advisors seek to diversify their client base just like they diversify their clients’ portfolios.

Read the full article from Financial Planning.

Last modified on Saturday, 11 May 2019
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