I just got back from a quick trip to New York City to meet with some of the best advisors in the game; I’ve talked about the importance of networking not to grow your business, but to learn from others. I’ve made some tremendous connections over the last couple of years and have learned so much from these individuals. One of these advisors is my friend, Douglas Boneparth, CFP®, the CEO of Bone Fide Wealth, a former All About Your Benjamins Podcast guest, and always in the running for financial services best hair award!
In this episode of Talkin’ Shop, Douglas and I talk about why we have both structured our businesses in a way to work with young professionals, aka Millennials, the needs these clients have, and why we enjoy working with them. Douglas is a great advisor and a true friend–I’m lucky to have made the connection and I think you’re going to enjoy our conversation.
If you’re an advisor and will be passing through the Indianapolis area, hit me up on Twitter and I’d love to have you swing by for another episode of Talkin’ Shop!
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
