Ep. 38: Engaging with Millennials in Financial Planning

Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.