Financial Marketing Agency Blog | Marketing Wiz

What Do Clients in Their Thirties Want?

Written by Logan Burgess | Sep 28, 2021 2:00:00 PM

For many of our clients, bringing in younger clients is a priority. But younger clients have different goals and financial pictures — in order to effectively market your firm, it's important to understand what they're looking for in an advisory relationship. This article from RIA Intel offers a great primer on what clients in their thirties want from a potential advisor.

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