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.
128 4 enduring principles for the road ahead
127 Investor archetypes: Matching communications to client personalities
126 How to navigate changes in a retirement plan
125 When is Medicare right for me?
124 Managing money together: The importance of financial conversations in relationships
123 Building better client experiences
122 Referrals: The Holy Grail of Growth
121 Intersecting life and money: Advanced care planning
120 Advisor sponsored events in a post-pandemic world
119 Can I invest my IRA in this?
118 Winning more of your boardroom presentations
117 Emergency savings: Planning for the unplannable
116 Adapting to the changing landscape of income
115 A year like no other: The best learnings from 2020
114 Framing an ESG conversation with your clients
113 Unlocking your vision for success
112 Real financial advice: Being a guide in a changing landscape
111 Help needed: Hiring an executive assistant
110 Five steps to effective communication
109 Navigating family dynamics: Multigenerational wealth
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