Why should advisors be marketing to millennials? Because there are over 70 million American millennials, who make up about 30% of the entire population, that’s why. Also known as Gen Y, millennials ...
2. Adopt an AI-first stack from day one. Use AI-forward customer relationship management (CRM) for automatic notes, call ...
Predictable recruiting in door-to-door isn’t about finding unicorns—it’s about building a machine that reliably surfaces ...
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