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How can advisors adapt to a fast-changing and infrequently unpredictable market whereas constructing a profitable multigenerational agency? By being nimble, embracing groups, and executing on a transparent imaginative and prescient, says Ray Sclafani, the CEO and founding father of ClientWise, a training and coaching firm serving the financial-services trade.
“The wants of the next-gen shopper are going to look totally different than the wants of the boomers and Gen Xers,” says Sclafani. “Advisors need to begin excited about the segmentation of their shopper roster and…
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