Far West Roundup – Presenter

By Russell Kroeger, CFP®, EA

Dec 16
Far West Roundup

The presenters for this session of the Far West Roundup (yes, they’re both Millennials…) will describe their three-step framework for taking Millennial clients through the financial planning process. How do you meet their needs while speaking to their worldviews and unique generational traits? Yusuf and Russell will explain how they’ve incorporated ideas from the profession’s existing body of knowledge, along with research in the fields of psychology and education, to develop their framework. Lastly, they will explore several reasons that substantiate the need to launch a Millennial service-offering at your firm…really, really soon.



About the Author

Explorer of life, ideas, possibilities, and limitations. Nothing of me is original, I am the combined effort of everyone I've ever known. #UtProsim