Category | Specialisation

Case Study – Advising Gen X and Y

This case study provides tips on how to engage with Gen X and Y clients. 2013 AFA Rising Star, Matt Hale, and his clients Jen and Glenn talk about the things that matter most to younger advice consumers. At a glance Submitted by: Matt Hale Age: 27 Business name: Rising Tide Licensee: Apogee Clients: Jen and Glenn […]

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