Many banks are trying to lure newly affluent Gen X and Gen Y clients with high-tech services, but they may have better luck with a more traditional approach, according to new research.
Generations X and Y Prefer Old-Fashioned Service, Survey Shows
To continue, please sign in or become a member.
Join the Financial Planning
MEMBERSHIP IS FREE
- Access to essential information that independent advisors need to make informed decisions
- Exclusive E-Newsletters delivering the latest headlines to your inbox
- Access to white papers, web seminars, blogs, discussion boards, and CE exams
Have an account?
SIGN IN HERE