Will RIAs Need To Become Therapists?
May 25, 2018 by Cyril Tuohy
To attract Gen Xers and millennials, RIAs will need to change their marketing strategies and service models – pronto.
But in what direction should RIAs go?
Michael J. Nathanson, CEO of The Colony Group, goes so far as to say RIAs need to go beyond wealth management, tax and estate planning if they want to capture the next generation.
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Originally Posted at InsuranceNewsNet on May 24, 2018 by Cyril Tuohy.
Categories: Industry Articles