Practice Management

Tips for working with young clients

Interview of Adam Goodmon |

Adam Goodman, author of the 2009 personal finance book Following the Goods: Financial Management for the Young and Ambitious, discusses why it is important for advisors to reach out to clients under the age of 35, and offers strategies for effectively attracting and working with them. He spoke with Megan Harman, Investment Executive reporter, at the TMX Broadcast Centre in Toronto.