Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast - Pocket Risk


Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast

A topic near and dear to our hearts. How to profitably serve millennial clients. In this video I am speaking with Alan Moore MS, CFP®, Co-founder at XY Planning Network. XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. They offer comprehensive resources to help financial planners run better and more successful businesses.

In This Interview We Discuss…
0:23 – What is XY Planning Network?
01:32 – Is there a market to serve younger clients?
03:41 – Is there money to be made serving younger clients?
06:25 – What fee structure works best for younger clients?
07:42 – How to attract younger clients
10:25 – Does investment management matter to younger clients?
13:45 – CFP Curriculum
14:53 – What is the best way to serve younger clients?
17:13 – Is it too much work serving younger clients?
18:14 – Trust and client acquisition costs
23:21 – What advice would you give to your younger self?

Learn more about Alan Moore
Interview MP3