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PA360: Advisers need to rethink their language to approach young generations
Advisers must adapt to serve the next generation of potential clients and even learn the language of TikTok to address the business challenges of intergenerational wealth transfer, delegates at PA360 heard today (7 October).
Schroders head of UK intermediary solutions Gillian Hepburn highlighted the importance of implementing a new way to approach younger generations during her presentation at the conference. Young people...
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