Top Advisor Marketing Podcast

Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)


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Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. 
What holds advisors back? Not knowing how to connect and build relationships with the younger generation.
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Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth

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