“I get that some advisers don't believe in [crypto]. But that doesn't mean that you don't learn about it,” says guest Treyton DeVore.
What makes a good financial adviser to the younger generations?
Being “accepting and empathetic of younger clients whose assets are tied to their identity."
AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests. What should advisers need to know to best serve these clients?
Crypto is a financial vehicle as much as it is an identity to some younger clients. Non-fungible tokens (NFT), decentralized autonomous organizations (DAO) and altcoins are blending finance with community in a new way to which advisers will need to adapt. The guests have developed a strategy for “meeting clients where they’re at” by integrating education into a comprehensive advising experience.
Financial education made easy.
Learning just a few concepts that we cover in these guides can save you thousands of dollars over your lifetime:
• The Ultimate Guide to Understanding Taxes
• The Ultimate Guide to Automating Your Money
• The Ultimate Guide to Understanding Insurance
• A Young Professional's Guide to Estate Planning
• The Ultimate Guide to Understanding Equity Compensation
Get your free copies today 👇🏼
📱 (815) 978-2703
📍Kansas City, MO
🖥 Virtually serving clients nationwide
© 2020-23. Piertree. All Rights Reserved. Made by Converting Attention