Insights

Posted on October 26, 2018

What planners get wrong about next gen: Lightning Round with Carson Group’s Schaben

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.

Watch the Full Video Here

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