What’s the secret to becoming a multigenerational advisor
October 6, 2015 by Daniel Williams
Being a multigenerational advisor has become a hot topic these days in the insurance and financial services industries.
We spoke with Stephen DeCesare, CFP®, and founder and president of DeCesare Retirement Specialists, to get his thoughts on what it means to be an effective multigenerational advisor.
Following are highlights from that conversation. Click HERE to read article
Originally Posted at LifeHealthPro on October 6, 2015 by Daniel Williams.
Categories: Industry Articles