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Nurturing millennial clients

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, 2016

Five misconceptions about millennial clients

Avoiding relationships with young adults would be short-sighted

  • July 7, 2016 November 9, 2019
  • 13:50

Find your social media voice

Reaching millennials online can help build your brand, but you have to be authentic

  • July 5, 2016 November 16, 2019
  • 11:00

Getting millennials interested in planning

To engage young clients in the financial planning process, you need to tweak your approach

  • July 4, 2016 November 9, 2019
  • 10:00