CFFP# 22 - Financial Services and the Millennial Generation-Shannah Comptom Game

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Shannah Compton Game. ("shaw'-nuh") Shannah you are a money wellness expert, CERTIFIED FINANCIAL PLANNER™ professional with an MBA, and on a mission to revolutionize how people think, act, and feel about their money.  You're the host of “Millennial Money” which has listeners in 164 countries and over 15 million downloads. Aside from the podcast, you are Chief Everything Officer of Hello, It’s Me, creator of the Money Mindset Journal, and also at California State University Northridge.

 

Welcome to the podcast!

 

Show Highlights:

 

• 0:00 Meet Shannah Compton Game

• 2:08 How are things since the pandemic?

• 5:12 Millennials and Money

• 8:01 Millennials and Financial Literacy

• 13:01 How CFPs Can Serve Millennials

• 20:49 How Important is Transparency

• 23:33 Serving as a CFP Today

• 26:05 Behavioral Finance

• 30:40 Dialing for AUM

• 33:14 Financial Professionals Having Their Own Coaches

• 37:19 Words of Wisdom
  
  

Resources:

 

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