 What I try to do is break away from using the more traditional financial planning software. When you're projecting things 30 or 40 years out, you just get these ridiculous numbers.”Sophia Bera, founder, Gen Y Planning. |
Advise Millennials. They may save your practice.
Trevor Hunnicutt | InvestmentNews, September 2014
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Summary: There's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with people with no money,” said Ted Jenkin, co-chief executive of oXYGen Financial Inc. But Mr. Jenkin, who is a founder of his Atlanta-based firm, said doing so is an investment in the future of his business.
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