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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Aug 20, 2019

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 

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