Here's a resource you may want to take a good look at:
Here's a video to take a quick look at from our Managing Partner, Todd Fithian. Todd talks about "relevance" and one of the most critical things you can do to be relevant to your clients is to work across generations.
The other thing you should consider:
The Advisor Growth Network
Speak with an Expert
Keep in mind that our Network is a month-to-month resource. It's not expensive and you don't need to use it any longer than you need to, so it's a smart way to access the training. If you have questions, we're happy to have a chat with you about the best way to handle new opportunities that's clear, respectful, and effective.