This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.
When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast. But there are also a lot of misconceptions about this demographic, including how they view money.
While their financial needs may differ from baby boomers, the premise is the same: How do we make sure you’re financially secure in the long run while still maintaining a lifestyle that makes you happy.
In this episode, we’re joined by two advisors, Eric Roberge of Beyond Your Hammock and Shannon Lee Simmons of New School of Finance, to discuss the ways that they cater to millennials and how you can integrate this group into your client mix.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
88 Modern marketing: Components of an advisor marketing strategy
87 The power of designations
86 Risk management: Life insurance
85 Inside the research of Morningstar
84 Becoming a local thought leader with educational workshops
83 Fanning the flame for your practice and your clients
82 Modern marketing: The secrets to a successful blog
81 Developing the next generation of financial advisors
80 The do’s and don’ts of investment policy statements
79 Tax strategies to optimize your client conversations
78 Power of the pipeline: Client acquisitions strategies to grow your practice
77 Funding education with a 529 plan
76 Beyond the hype: Blockchain technology
75 Financial considerations for families with special needs
74 Talking trade: From NAFTA to USMCA
73 Designing the best approach to conferences
72 Creating more precision with life expectancy planning
71 Congressman Mike Kelly, The Retirement Enhancement and Savings Act
70 The Better Conversations Collection: A tour of some of the best ideas from 2018
69 The delicacy of dialogue: Helping clients talk openly about money
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