By Laura McCarron via Iris.xyz
College graduation is a time of celebration and pride. It’s also a time of significant financial transitions—for new graduates as well as their parents. As an advisor, this is a great opportunity to connect with your NextGen clients to help them make smart decisions that position them for greater financial success throughout their working lives and even into retirement.
Include the following tips in your quarterly newsletter or, even better, enclose them in a graduation card with an invitation to meet and answer any questions. From helping them understand the basics of a 401(k) to discussing the value of saving whatever they can afford today, sitting down with new college graduates may be the next step toward turning your current clients’ children into your next generation of business.
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