Finding ways to encourage millennial clients to meet in person

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Finding ways to encourage millennial clients to meet in person

Working primarily with clients in their mid- to late-20s, Heather Lindsley, LUTCF, RICP, a three-year MDRT member from Green Bay, Wisconsin, said it is important for advisors to ensure these clients do not neglect their savings or resort to robo-advisors — which will not be able to calm their concerns when the market goes down. This is especially true considering how challenging it can be to find time in a millennial's schedule for in-person meetings. See more...