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Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.
Episodes
Wednesday Sep 15, 2021
Ep. 37: Financial Planning for Millennials
Wednesday Sep 15, 2021
Wednesday Sep 15, 2021
Alanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes 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.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.