Gen X: The Advisor’s Forgotten Opportunity

In today’s world and the media Baby Boomers and Millennials seem to get the most attention, with Gen X often flying under the radar. That means Gen X often gets underserved, especially when it comes to their finances. However, if you learn to understand and serve this generation – what they need and what they fear when it comes to finances – it can unlock huge opportunities for your firm. 

Download this article now to get a better understanding of how to connect and communicate with Gen X by addressing their specific needs. This includes:

  • Gen X’s unique financial situation and priorities
  • How the group feels about their long-term goals
  • Ways you can help ease their financial strains

Don’t continue to ignore this demographic for whom retirement is only 15-20 years away. Learn how you can bring them into the fold and boost your business now! 

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