5 Ways Financial Advisors Can Land Millennial Clients
With the help of clickable finance stories posted on Instagram to "spread awareness" and move them closer to the "call-for-action" button on his website, 26-year-old T.J. van Gerven, CFP, now has 14 clients since launching Modern Wealth Builders in Woburn, Mass., last October. The firm caters to millennials who want investing help, and advice about 401(k)s and what to do if stocks plunge.