XYPN Newsletter "Advisor Advice" Section
From Katie Burke, founder of Wealth by Empowerment:
"Gen X and Gen Y clients want more than just investing advice. Going back to the basics and keeping it simple is key. Focus on their cash flow (or what are they really spending and earning) then help them to understand what they really have, what they really owe, and what they’re really worth. And take the time to help them understand their employee benefits and educate them on the different options. It's not about telling next generation clients what to do. Financial planning for Gen X and Y means giving these clients the knowledge needed so they can make their own educated decision."
Connect with Katie at Wealth by Empowerment or on LinkedIn