Commentary: How advisers can market to multiple age groups

Being able to recognize traits across generations can be a sales tool for advisers, Stephen Boswell and Kevin Nichols write. “Don’t take this as a one-size fits all approach to marketing,” they write. “The idea is to be able to blend the differences and similarities into your approach. It’s still all about relationship marketing, regardless of what stage of their life-cycle an affluent prospect is in.” (U.S.) (11/12)