Wednesday, January 19, 2022

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.

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.

Latest news

GameStop Lessons Still Worth Teaching

Boomers and even millennial investors should tread carefully with meme stocks, says our columnist. (By Christopher Crawford)

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

When Does a Divorcing Client Need a Forensic Accountant?

Maybe not as often as their attorneys think. Here’s a look at when it may or may not be beneficial. (By Kathy Costas)

Why Putting Off Retirement Might Help Ward Off Dementia

A new study shows measurable differences in cognitive decline between those who bow out of the workforce earlier versus later in life.