The perils of an aging book

The financial advisory industry is at a generational crossroads: the baby-boomer bulge is reflected in the age of many advisors – and that of their clients. However, most advisors overlook the impact that the age of their client book can have on their firm’s future growth of assets under management – and the value of their firm. What’s the connection between age and the value of a wealth management firm – and what can you do about it?

Jun 27, 2013 Categories: The Science of Advising