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IBD's Paul Katzeff: Tips For Financial Advisors Who Want To Attract Younger, Wealthier Clients
Are you a financial advisor? There are 3 types of financial advisors, says a new Jefferson National study. Two of them attract younger, rich clients. This report discusses how to make yourself into one of those two types of advisors.
And if you are an investor looking for an advisor, the flip side of the lesson is that you should retain the type of advisor who focuses on portfolio performance -- unless you're just looking for an advisor to be your friend.
