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.

You’ll hear from:

Travis Manning

Angelia Z. Shay, ChFC, CLU

Jose Victor Vuilleumier Valdez

Episode breakdown:

0:33 – Millennials’ collaborative nature

1:54 – How to focus conversations on showing, not telling

3:33 – Helping clients recognize how quickly time passes

5:15 – If increased client engagement makes advisors’ jobs easier or harder

7:29 – The ever-present importance of simplifying

Listen to the new monthly series, MDRT Presents: @mdrtpresents