A three-part series on working with millennials. In part one, get millennial clients on board with a financial plan. In part two, learn how to engage them through social media. Part three explores misconceptions about millennials. Photo copyright: yuriisokolov/123RF.
July 7, 2016Avoiding relationships with young adults would be short-sighted
Reaching millennials online can help build your brand, but you have to be authentic
To engage young clients in the financial planning process, you need to tweak your approach
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