Blue Ocean Strategy and Beyond Your Hammock

We welcome Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to our NextGen in 10 Podcast to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients. This episode begins a conversation on how financial professionals can reach a new client segment, millennials, and what the advantages are of working with those in younger generations as they pursue their life goals.