
How focusing on younger clients built an advisor's practice
Julien Dimitri Rigon
25 min
Business & Finance
Description
<div><span style="font-family: arial, sans-serif;">In an episode of <em>Financial Planning’s</em> podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.</span></div>
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How focusing on younger clients built an advisor's practice
Julien Dimitri Rigon