How to gain new clients – applying generational strategies to broaden your client bank
Is your current client bank limiting you? It's a known fact that most IFAs and those who give financial services solutions are at their most effective when advising to people in their own age group. The majority of IFA client banks tend to be with people within 7 years either side of your own age. It's also well reported that the average IFA is getting older. James Hay puts the age at 54, the FSA put the age at 51. So the majority of IFAs and their current clients are…
