CHICAGO -- Financial advisors looking to work with 20-something clients need to take a unique service approach with a group that financial services firm OrganizAmerica President Joanne Woiteshek says has traditionally been treated as the “trophy generation.”
Many of those 20-somethings are coming to terms with new realities that are different from what their parents have told them and unique to their generation, Woiteshek said in her talk titled “Truth and Consequences of Clients Financial Goals” at the Women Advisors Forum here Tuesday.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access