How You’re Wrong About Next Gen

Financial Planning - - Contents -

Ad­vi­sors of­ten make the mis­take of as­sum­ing only younger clients de­mand a dig­i­tally ad­vanced ex­pe­ri­ence. Carson Group’s Aaron Schaben ad­dresses this myth, and also re­veals how the Fo­cus IPO has changed the RIA in­dus­try, in this Light­ning Round video. Watch it here:

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