Ep 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas Boneparth
Financial Advisor Success
English - August 20, 2019 11:00 - 1 hour - 154 MB - ★★★★★ - 653 ratingsBusiness News News Business Investing investing business finance money entrepreneurship marketing earlyretirement realestate budgets financialindependence Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Douglas Boneparth is the founder of Bone Fide Wealth, an independent RIA that manages nearly $80 million of assets under management. After starting out in a fairly traditional broker-dealer model serving affluent retirees, Douglas decided to transition and focus on high-income millennials. Today he joins the show to discuss why he chose to invest in younger clients and how he has been able to successfully market to and attract such high-income millennials.
Listen in as he shares why he decided to stop implementing term insurance policies, as well as what he sees as the key to being able to work with his younger clients. You’ll get his take on why the industry tends to have a difficult time attracting millennials, the value of making things easier for clients, and what younger advisors should know as they are looking to get started in the industry.
For show notes and more visit: https://www.kitces.com/138