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As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirementplanning, estate and taxplanning and mortgage refinancing. Gen X, or those currently aged between 45 and 60 years, will receive nearly $13.9 trillion annually.
What's unique about Seth, though, is how he has created what he calls an "input deliverable" that allows him to demonstrate value more tangibly to his ideal prospects by helping them solve a key taxplanning pain point… but without the time-consuming busywork of having to create a separate output for each individual client household.
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This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)
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