How do you communicate with Millennials and Generation X about investments and financial opportunities? Is there anyone in the Second Wind Network that has experience with financial planners like Raymond James, Charles Schwab, AXA Advisors or others? If so, we would like to get your opinions. Any experience you would like to share would be important and appreciated.
Forums allow you you to communicate directly with other Second Wind members and receive their advice or guidance on any topic. This is a great way to tap into the power of our community which includes thousands of agency principals and employees.