Engaging with Millennials in Financial Planning

Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finishes his discussion of financial planning tips for working with millennials on our NextGen in 10 Podcast with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups. This episode concludes 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.