How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients
Sep 21, 2022•49 min
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Episode description
Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional’s Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.
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