In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising for younger clients, particularly those in their 30s. 

Younger clients, especially those in their 30s, are at a pivotal point in their financial journeys. They’re experiencing life changes like starting families and increasing incomes, making financial guidance crucial.

Andy and Mark explore the challenges and opportunities of targeting this demographic, emphasizing the importance of patience and long-term planning.

Mark shares his strategies for connecting with younger clients, and the need for clear guidance and structured financial plans.

This episode highlights the urgency of proactive financial planning and the potential for referrals within this age group. Listen now.

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