Between Now And Success

MILLENNIALS GET A LOT OF PRESS AND THERE'S GOOD REASON FOR THAT. They’re over 80 million strong, they’re digitally savvy, and they tend to think and act much differently than earlier generations. In this new series of podcasts, I interview several leading millennial advisors and explore their business models, their thinking, and how their cohort may reshape the financial industry over the next 15 years. Although there’s no definitive start and end date for this generation, it’s fair to say they range in age from about 35 to as young as 15. You may think they’re too young and too few in the business to have an impact on our industry. In the short-term, that’s true. But long-term, they’ll cause a titanic shift in how financial advice is conducted. As I spoke to these millennials, it’s clear—they’re smart, articulate, and definitely not your “traditional” RIA. They have different business models. They price their services differently. They market differently. And they’re not afraid to call out what they see as “