PerspectivesOur Views

Generation X

05.24.24

Brian Moran discusses the massive $30.6 trillion wealth transfer expected for Generation X households by 2030. He emphasizes this generation's preference for traditional relationship building, urging advisors to plan strategies that engage them through personal connections.

The FLX Networks membership model provides shared tech and business services through a single relationship, well-suited for connecting with this influential generation.

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