EPISODE · Apr 28, 2020 · 35 MIN
April Rudin on attracting the Next Generation of Clients
from The Plannex Podcast · host Plannex
April's career in FS and what the Rudin Group do What are the trends that are emerging with the next generation What are NextGen firms doing all over the world to work with Younger Clients The advice that she gives to anyone wanting to work with younger clients What are some good learning sources for dealing with NextGen clients
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April Rudin on attracting the Next Generation of Clients
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