Mar 30, 2020
Whitney Hansen is a Millennial
financial coach. After paying off $30,000 in 10 months, hacking her
way to a $472 MBA, and buying her first home at 19, Whitney
discovered her love for helping Millennials take control of their
financial life. The recognition and acknowledgment of generational
wealth gaps (that exist largely due to student debt) have been the
driving force for why and how Whitney has created her Millennial
In this conversation, we discuss why it’s important for financial advisors to embrace digital marketing in order to reach a younger audience. Don’t miss one of our favorite moments, when Whitney shares that it’s ok to be honest: “I don’t know everything”. This kind of authenticity can help your clients connect and trust you more.
As you think about this conversation, which “getting started” tips stand out to you the most? How do you deliver support and intrigue to your Generation Z and Millennial clients? Where are you connecting with your audience? And how are you creating an authentic and “real” brand experience that inspires clients to reach out, without being ashamed of their imperfections?
Looking for more ideas about growing your
Model FA Facebook Community, where you will find expert advice on how to
launch, grow, scale, and transform your firm with an incredible
client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management
program for entrepreneurial financial advisors.