Advisors risk alienating clients when they treat younger ones differently than more mature ones, says Carson Group’s Aaron Schaben.
Never underestimate how much boomers demand the same experience, the same technology, the same services as their younger cohorts, he insists. “I would tell you that that’s next gen. Deliver on that.”
Schaben also explores what the July IPO of Focus Financial means for the RIA business, plus reveals his favorite app.
“What gets measured, gets done,” he says.