Updated Wednesday, September 2, 2015 as of 5:45 PM ET

Marketing Tricks to Reach Gen Y

Most financial advisors are looking for new clients and, perhaps obviously, finding them through referrals would be ideal. But referrals are unlikely to produce an army of young clients.

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Comments (1)
Good work Dave and yes, a financial advisor who embraces a particular passion needs to go to where like minded people can be found.

I learned that from one advisor friend in 2001. He told me he was going to a medical conference. I couldn't understand why. He said over 80% of his clients are doctors. He wants to understand their language (and industry) more, sooooo, that's where he goes; Medical conferences throughout the nation. He also hosts financial breakout sessions at some of these events.

Good work with this article!

Cheers Dave,

Marty Morua
Posted by MARTY M | Thursday, August 28 2014 at 4:19PM ET
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