ToolboxVideos

How to Identify and Market to Millennial Children

David Leo, a coach to financial advisors, explains why it's important to start marketing to the millennial children of your clients.

By Rethinking65

David Leo, an author, speaker, coach, consultant and trainer to financial professionals, explains why it’s important to start marketing to the millennial children of your clients. Learn how to identify the millennials that could become your best prospects. Get ideas for millennial marketing and services strategies you can implement.

Related Posts:

Powered by Contextual Related Posts

Previous article
Prepare Widows for Their ‘New Normal’ and New Relationships
Next article
3 Story Ideas that Are Yours for the Taking

Latest news

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

Two Advisory Teams Join Cresset Capital Management in San Francisco

The teams previously managed approximately $5 billion in assets at J.P. Morgan, and before that at First Republic Bank.

Wells Fargo Bond Saleswoman Sues Over ‘Unapologetically Sexist’ Workplace

She said she was told that her mostly male group thought of her as a mere "second income" for her husband.

© Copyright - Rethinking65