In this fourth and final episode in the millennial advisor series, we discuss an area that was not addressed with our previous guests.

The other guests were all running their own independent RIAs and generally targeting other young professionals with non-traditional business and pricing models.

But what about millennial advisors who are pursuing a traditional career within a well-established RIA? What’s their story? How are the established RIAs finding, managing, and retaining talented young advisors in their business?

To find out, I dialed up my friends at United Capital, one of the country’s largest RIAs, and had a great conversation with Jarrod Upton and Brandon Moss. Jarrod and Brandon are two of the firm’s leaders and they work with their young, up and coming advisors.

Today’s guest, millennial Alan Moore, started out working for a traditional RIA firm, then started his own “location independent” RIA while concurrently developing other entrepreneurial sources of income. Alan and I discuss how millennial advisors think, act and make money differently than traditional financial advisors and what that means for the future of the financial advisory profession. Traditional RIAs can benefit from hiring a millennial advisor and injecting some “millennial thinking” in their business.