XY Planning’s Moore: Stop serving millennial clients ‘Happy Meal’ service

October 27, 2016 @ 3:11 pm

Runtime: 5:06

Most financial advisers admit they don't understand millennials and it's probably costing them clients and potentially their business. Alan Moore of XY Planning explains what you're missing by not trusting next gen advisers with next gen clients.

0
Comments

What do you think?

Video Channels

Recent Events

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.