Lowell Putnam from Quovo provides advice to investment advisers on how to communicate and attract millennial clients. He's a natural in front of the camera. Click here to watch the interview.
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Quovo's Lowell Putnam: 3 ways to attract millenial clients
The advisory space needs to be geared toward gathering more millennial clients, but Lowell Putnam of Quovo warns that these clients are high maintenance. Learn three tips to attracting this highly sought after demographic.
