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Advisor Insights

Advisors, These Hiring Biases Are Damaging Your Firm’s Future

Prepare for 2030's demographics.

The landscape for financial advice is changing rapidly. It’s not just technology or even the markets. It’s demographics as well.

By the end of this decade our industry’s dominant client cohort will change from baby boomers to gen X and millennials … and yet our industry is almost exclusively structured to serve boomers. In other words, if you have a practice based on boomers--and especially if it is white, male baby boomers--you have a decade before becoming a dinosaur.