a top priority – yet retaining clients over several generations is no easy task. By getting to know the new generation of clients and by using technology to help provide the services they want, advisors can offer a seamless and positive relationship transition. Talking about a new generation of clients Today’s younger generations, including Generation X and millennials, do not walk in lockstep with their baby boomer parents. For example, strong returns may not be enough for this segment. Instead, they have additional issues on their mind: US Trust found that the majority of women, wealthy millennials and Generation X believe that a company’s track record in environmental, social and governance is an important consideration for investing. Additionally, 37% of all high-net-w

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