Ep. 38: Engaging with Millennials in Financial Planning
Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups.
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
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