Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

The Flexible Advisor
29/06/2023 29 min
Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

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Episode Synopsis

The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.  Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American …

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