<div><span style="font-family: arial, sans-serif;">In an episode of <em>Financial Planning’s</em> podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.</span></div>

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

In an episode of <em>Financial Planning’s</em> podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

How focusing on younger clients built an advisor's practice

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

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How focusing on younger clients built an advisor's practice

How focusing on younger clients built an advisor's practice

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