Summary | An adviser trying to reach younger prospects can make
certain assumptions. Among these: They're spending time on
social media, and they haven't had much financial education.
For that reason, it's a good idea to post helpful but basic
advice: help with budgeting, tackling student loan debt,
managing finances, merging finances with a spouse or partner, ...
certain assumptions. Among these: They're spending time on
social media, and they haven't had much financial education.
For that reason, it's a good idea to post helpful but basic
advice: help with budgeting, tackling student loan debt,
managing finances, merging finances with a spouse or partner, ...
blogs.wsj.com | 19 May 2015