By Karen Kroll

D.ave Coffaro, director of the Strategic Advisory Consulting Group, recently met with a young tech millionaire in Silicon Valley. The prospect skateboarded to the meeting with everyone else in suits and ties. His comment, as Coffaro recalls: “All I want is a text when something is going on. I don’t have to meet with all of you unless something requires my attention. “

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The marketing of asset management is changing. Asset management itself is more complex, the number of generations who can avail of asset management services is growing, and the range of competitors is growing.

“Banks have to make a conscious decision on how best to offer and market their services,” says Coffaro.

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