Bryan Beatty Featured in Financial Planning Article: 7 Smart Ways to Work With Next-Gen Clients

Bryan Beatty Featured in Financial Planning Article: "7 Smart Ways to Work With Next-Gen Clients"

Jan. 1, 2014, FinancialPlanning.com — In this article, Bryan offers his insights on working with families on children’s financial education and developing relationships with multiple client generations. 

Beatty explains: “Planners must also understand family dynamics, and it’s a very delicate thing. You have to tread lightly and know when you can push and when you can’t. So planners approach the question of helping the next generation in a variety of ways.”

7 Smart Ways to Work With Next-Gen Clients