Friday, March 13, 2015

How the Millennials approach money in a unique way to any generation - Selling Across Generations



Millennials are born between 1980 to 2000. They are very connected to their baby boomer parents. Millennials are know as the "special" generation. Even in competition they are awarded a ribbon for 11th place. A camera has been on them since birth.

Millennials grew up protected, programmed and praised their entire childhood.This generation befriends their parents.They like community with their family. Adapting to this demo graphic demands online consultation with boilerplate answers tailored to feel customized to their specific needs.They addicted to tech and need transparent advice.

Millennials are delaying life, i.e.marrying later, having children later and postponing careers. They're dreamers: big goals, no plans. This generation needs debt management because they don't have assets to manage.

Syndicated financial columnist and talk show host Steve Savant interviews registered investment advisers and certified financial planners Rob O'Dell and Heather Coulter. For almost 20 years their firm has been managing money and using their unique mind mapping software that analyzes, stores and retrieves client data and photos. This is episode 5 of 5 in the series, Selling Across Generations.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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