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 “problems” with the way financial services is structured today.
I thoroughly enjoyed talking to these advisors and I know you’ll enjoy listening to their stories. Keep an open mind because they are the future of our business.
First up is Brittney Castro, a talented and innovative RIA from Los Angeles.
Brittney is a CERTIFIED FINANCIAL PLANNER™, entrepreneur, personal finance expert for women and Founder & CEO of Financially Wise Women. She specializes in working with busy, established professional and entrepreneurial women who are passionate about life and want to finally understand money—how to manage it, save it, invest it, and protect it—in a fun and simple way.