How to talk to millennials about retirement
Millennial clients may engage with you differently than older clients, and that is certainly true regarding retirement, which may seem a long way away for millennials. In this episode, MDRT members discuss how they illustrate the importance of retirement planning to these clients and how the additional time and information involved impacts their process.\n\nYou\u2019ll hear from:\n\nTravis Manning\nAngelia Z. Shay, ChFC, CLU\nJose Victor Vuilleumier Valdez\n\nEpisode breakdown:\n\n0:33 \u2013 Millennials\u2019 collaborative nature\n1:54 \u2013 How to focus conversations on showing, not telling\n3:33 \u2013 Helping clients recognize how quickly time passes\n5:15 \u2013 If increased client engagement makes advisors\u2019 jobs easier or harder\n7:29 \u2013 The ever-present importance of simplifying\n\nListen to the new monthly series, MDRT Presents: @mdrtpresents