How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients

from Managing Your Practice · host Dimensional Fund Advisors

Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional's Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.

Episode metadata supplied by the publisher feed · Published Sep 21, 2022

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How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients

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