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.
68 Charitable giving: Wealth management strategies for the ultra high net worth
67 Live from IMPACT® 2018: A bond bear market? Bring it on!
66 More room to run: A market outlook from the BMO Global Investment Forum
65 Modern marketing: Writing a book
64 Health savings accounts: A strategic retirement tool?
63 How a high EQ can lead to sales success
62 To claim or not to claim? The Social Security question
61 Overcoming client objections
60 It’s all about the income: Insights from the BMO Credit Forum
59 Defining outcomes with factor-based investing
58 Behind the curtain: Securities lending in mutual funds
57 Escape the index: High-conviction investing
56 Money mindset: Using behavioral economics to help investors succeed
55 Modern marketing: From pro surfer to 401(k) YouTube personality
54 Money mindset: When clients go through cognitive decline
53 Leadership is learned: Leading your practice to better productivity and client engagement
52 Creating a lasting impact through financial education and mentorship
50 MiFID II: European regulations with global implications
49 Money mindset: Suddenly single
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