Blue Ocean Strategy and Beyond Your Hammock
Eric Roberge of Beyond Your Hammock makes the case for working with non-traditional client segments.
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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.
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