5 ways to connect with millennials

Summary: Mario Cacciola, a 40-year-old associate attorney for a large international law firm, gets cold-called multiple times a week by financial advisers looking to begin a relationship with him now before he climbs the ladder and makes partner. Although many have rubbed him the wrong way, he eventually met one adviser he felt comfortable with. After working together several years, Mr. Cacciola said he appreciates these five things that could help other advisers who are looking to connect with the next generation.