C O C T O B E R 2 0 0 7 A N A D A ’ S M A G A Z I N E F O R T H E F I N A N C I A L P R O F E S S I O N A L W ADVISE W W . A D V I S O R . C THIS A THEY MAY BE REBELS, N BUT THEY SHOULD BE YOUR CLIENTS. E W HERE COMES GENERATION X. I T ’ S T I M E T O CRAFTING C O CONFIDENCE M P.15 P L Y P WORDS . 4 FROM 1 WALLACEBURG P.9 KENNY HOTZ actor, writer, producer Rogers Publishing Limited, P.O. Box 720, Station K, Toronto, ON M4P 3J6 • PM 40070230 R10969 AE10_ofc_resend.indd 1 10/04/2007 02:12:06 PM ADVISOR Group/Groupe CONSEILLER consists of Advisor’s Edge, Advisor’s Edge Report, Advisor.ca, Advisor Live, Objectif Conseiller, Conseiller.ca and Conseillers En Direct. vol.10 no.10 O C T O B E R 2 0 0 7 ADVISOR’S EDGE Philip Porado, Editor; Editor, Advisor Group Conferences (416) 764-3802
[email protected] Heidi Staseson, Associate Editor (416) 764-3804 22 X MISSED THE SPOT
[email protected] The next generation of investors is cynical, suspicious, and Aniko Nicholson, Art Director (416) 764-3850 cheap. Reality bites. By Philip Porado
[email protected] Deanne Gage, Consulting Editor Bert Vandermoer, Contributing Editor Michael Finley, Production Manager 5 41 (416) 764-3928
[email protected] INSIDE EDGE COMPLIANCE OUTLOOK Marie Atkins, Executive Assistant CUT THEM SLACK TAKE IT BACK Make the most of what Genera- How should an advisor unwind DONNA KERRY, PUBLISHER Advisor’s Edge, Advisor’s Edge Report tion X has learned about money.