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Ten Questions to Help Advisors Relate to NextGen InvestorsTen Questions to Help Advisors Relate to NextGen Investors
Use the following NextGen checkup to assess where you stand.
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Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com