NAPFA Thought Leadership

2 Minutes on BrightTALK: Attracting Gen X & Y Clients

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  • Jun 4 2013 Duration: 1 mins

Presented by

Dave Grant, CFP®, Founder, Finance for Teachers

About this talk

Dave Grant, one of NAPFA's 30 most influential people in fee-only financial planning of 2013, shares best practices for attracting gen X & Y clients.

Dave Grant is one of the founders of NAPFA Genesis. NAPFA Genesis is a peer-to-peer networking group designed to encourage professional growth and development among NAPFA members and affiliates who are 33 years old and younger.

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Available on demand