Financial Planning for Millennials

We continues our discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, on the NextGen in 10 Podcast and take a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models. This episode continues 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.