by Patrick M. Kelly | Sep 10, 2010 | Financial Advisors, Social Media
The baby boomer generation has been the primary focus for the majority of financial advisors as they have accumulated much of the nation’s wealth. However, now it’s the present and future generations’ turn. Gen X and Gen Y are quickly moving up the ladder of...
by Patrick M. Kelly | Jul 30, 2010 | Clients, Economy, Financial Services Industry
[pullquote]No one wants to simply talk to a machine for their financial advice…[/pullquote]When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online...
