Ep. 37: Financial Planning for Millennials
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.
Podcast: Play in new window | Download | Embed