I am a Gen Y planner. But I'm also a Gen Y consumer. My crowd is tough to satisfy, but Gen Y will become the clients who will sustain your company. My generation understands (and demands) great service; our loyalty is quickly earned, should an experience exceed expectations. The service you offer even before prospects have become paying clients will set the tone for any future relationship.

I can almost hear some advisors grumbling that they don't want Gen Y clients — for a variety of reasons. But here's some food for thought: Gen Y has more invested in the stock market through retirement savings plans than any prior generation did at the same age, Vanguard Investment Counseling & Research Group chief John Ameriks told a Bogleheads investing conference in October, citing the company's own data.

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