With the potential to inherit in excess of £4 trillion from their wealthy Baby Boomer parents, building trust with Generation X, people aged 30 to 50 years, should prove to be rewarding for advisers in future years, if not straight away.
We've brought together some of the key facts about Generation X and how advisers can tap into their future potential in the paper, The X factor and why you need it.
Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation in perpetuity is the foundation of your career." In this article, I will share some insights on how financial professionals can harness personal branding to gain more traction in the market. Whether you are looking to attract new clients, build industry authority, or secure your next big career move.
A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
You need to be logged in to comment on this article