Advisers who resist new technology and talk about their age aren't doing themselves any favors with clients, writes Craig Faulkner, CEO of FMG Suite. "[S]top talking about your age, toss out the instruction manual and start tinkering, and get on those social sites today," he writes. "You'll reap the benefits in increased client confidence, more business, and the fun of showing up those Gen-X types!"

Related Summaries