4 strategies to win gen x and y as financial planning clients

Summary of an Afr article by Mark Wiolnough  

these are the beneficiaries of s massive inter generational wealth transfer from the baby boomers

- Educating young clients on how to maximise their financial plans 
- Develop and implement a Strategy to keep clients on track and achieving their goals 
- Integrating technology into the service - give individuals the ability and knowledge of investing their funds themselves into a vast array of financial products 
- Providing mortgage broking and insurance to engage customers at an early stage