Here are ways to help guide them — and build long-term relationships.

Download our complimentary guide for tips on turning early questions from Gen X and millennial clients into meaningful planning conversations.

Be ready to:

• Understand what clients in their 40s and 50s expect from a financial professional they trust
• Learn practical approaches to framing conversations that can move from one-off questions to long-term planning relationships
• Strengthen engagement as Gen X nears retirement and millennials continue building wealth