“You should take the millennial birth certificate age, subtract five or maybe even seven years, and this is where they are in life and what they’re going through,” Marston said. “And this is how you should interact with them. This begins to change in their late-twenties to early-thirties, but until the age of 30 this is how you should approach them.”

In other words, their financial needs during young adulthood won’t necessarily be the same needs experienced by their parents, and that should frame the conversation and the service offered by an advisor.

 

 

 

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