Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® on LinkedIn: #financialplanning #advisors #values #millennials (2024)

As a millennial financial advisor, I’ve seen firsthand how different generations of advisors are shaped by their unique social climates. 🌎Each generation develops distinct values that influence their approach to work and life.💡🪖💼Boomers, born and raised post-WWII, usually operate under the motto: "Work as hard as you can, then work even harder the next time." This is totally my grandad!💪🚀Gen Xers, grew up amidst early tech developments and a culture of hyper-independence. Their motto might be: "Work hard, play hard." My dad actually says this sometimes!📱🎉Millennials are the last generation to experience life before and after the digital revolution, and thus value work-life balance. Their motto can be: "Try to only work where you can see yourself play." This resonates with me!With millennials now primarily making up today's workforce, the face of financial planning is changing. 🪴 Both clients and advisors are seeking deeper discussions about money 💵 and are less satisfied with the generic advice to simply save more. 👎This trend in my own journey with money is why I chose to launch Ellevate as a truly values-based 💞 financial planning firm for advisors themselves. At Ellevate, we love using values exercises, resources, and discussions throughout the entire financial planning process to ensure your money decisions align with what’s most important to you. 💡 No matter the generation, I've seen clients appreciate this shift towards values-focused planning. 👏If you’re an advisor considering outsourcing your financial plan, I’d love to chat about how to make your money support your dreams and goals! 💫#FinancialPlanning for #Advisors #Values #Millennials

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The Millennial's Guide to Wealth Building!In today's fast-paced world, millennials are presented with unique financial challenges and opportunities.We’re here to help the young and ambitious generation pave their way toward a secure and prosperous future.Starting early is the key, and it's not just about saving pennies. It's about making informed choices, investing wisely, and building a robust financial foundation that will endure life's twists and turns.From understanding the power of compounding to navigating the world of stocks and investments, we can provide you with actionable steps, tips, and strategies to empower millennials to take control of their finances, set clear financial goals, and secure their financial well-being for years to come.Whether you're looking to buy your first home, travel the world, or retire early, we will show you how to turn your financial dreams into achievable realities.Drop us a message or book a no obligation call with us - Book a meeting with Lena - ISJ (isjfinancialplanning.co.uk)#MillenialFinance #FinancialFreedom #FinancialAdvisor #FinancialPlanning #StartEarly

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What role does technology play in transforming investing for millennials? Introducing our latest blog post in which the world of millennial investing is placed under a magnifying glass, and explore the pivotal role that technology plays in reshaping its landscape. Based on the recent conversation we had with Wesley Belden, CEO of Raise Financial, get a glimpse on how the dynamic fusion of modern technology and financial strategies seem to be paving the way for a new era of investing, revealing insights, trends, and innovative approaches that are empowering millennials to navigate the complex realm of investments like never before. Uncover the transformative journey that's redefining the way a generation invests for the future!#investmentstrategies #technologyeducation

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📢 Exciting news for all millennials! 🎉🤑📈 It's time to take control of your financial future because "Millennial Money Mastery: The Rise of Financial Planning in 2023" is here! 💼💰🌟 Are you ready to unlock the secrets of financial planning for millennials in 2023? Akkish Inc is here to guide you through the maze of money management with effective strategies tailored specifically for our generation! 💪✨🔑 Want to achieve financial independence as a millennial in 2023? With our expert guidance and personalized approach, your dreams of financial freedom can become a reality! 💸🔓📈 Don't miss out on the latest investing tips for millennials in 2023! Discover new avenues to grow your wealth and make your money work harder for you. Let Akkish Inc show you the ropes and help you navigate the ever-changing investment landscape! 💼📊💡 Curious about the trends and opportunities in millennial financial planning? We've got you covered! Stay ahead of the game and make informed decisions about your financial future. With our insights, you'll be able to make the most out of the exciting prospects that lie ahead! 👀✨🔐 Your financial dreams are within reach, and Akkish Inc is here to make them a reality! 💭💰 Book a FREE consultation now at www.akkish.com, and our team of dedicated experts will help you craft a plan tailored specifically for your financial goals! 📝💼Don't wait any longer, start your journey towards financial success today! 💪💼✨ #financialplanning #retirementplanning #startinvesting #estateplanning #lifeinsurance

💼💡 Embracing Financial Discipline: A Key for Millennial Success 💰📈Dear Millennials, in today's fast-paced world, the importance of financial discipline cannot be overstated! 💪🏼💸 It's not just about managing money; it's about building a solid foundation for our future endeavors.Financial discipline empowers us to set clear goals, prioritize spending, and work towards achieving our dreams with confidence. Whether it's saving for a home, starting a business, or traveling the world, disciplined financial habits pave the way for success.Moreover, financial discipline acts as a safety net during life's uncertainties. By cultivating a habit of saving and investing wisely, we can weather unexpected challenges without derailing our progress.But it's not just about individual success. As Millennials, we have the opportunity to redefine societal norms around money. By practicing financial discipline, we not only secure our own futures but also inspire others to do the same.So let's embrace financial discipline as a tool for empowerment and success! 💼💪🏼 Share your tips and experiences in the comments below, and let's support each other on this journey to financial freedom! #FinancialDiscipline #MillennialSuccess #Empowerment

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Two misconceptions have surfaced among millennial and Gen Z clients: 🤔1️⃣ one, that being ultra-high-net-worth is a must to begin investing, and 2️⃣ two, that a financial advisor is unnecessary because all the information they need for managing their money is available online. But the truth is, you don't have to be a millionaire to start investing, and a good financial advisor can help you navigate the complexities of the financial world. Read more about the importance of having conversations about financial health with younger clients and how to address these generations' misconceptions in the Financial Advisor Magazine article linked below! #lifeinsurancematters #financialplanning #financialadvisor #genz #millennials https://lnkd.in/eQBdX4K2

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Technology plays a big role not only in how young investors learn about investing but also in how they invest. Sixty-five percent of Generation Z survey respondents said they use investing apps; some 55% of millennials reported doing the same. Among Gen Xers, though, only 38% use apps. Gen Xers and millennials were far more likely to reach out to financial professionals. By contrast, Gen Z investors were far more likely to get financial advice from their family and friends than from pros. #financialadvisors #clientmanagement #clientcommunication #technology #GenZ #investing #millennials #GenX #financialplanning

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Investing Strategies for Millennials: Navigating the Path to WealthAustralian millennials face a pivotal moment in financial planning. With economic uncertainty looming and traditional stability markers shifting, strategic investments are crucial. To secure their futures, millennials must blend foresight, adaptability, and informed choices. Here are tailored strategies:1.Diversify Investments: Spread investments across stocks, bonds, real estate, and alternative assets like cryptocurrencies to mitigate risks and capitalise on market cycles.2.Leverage Technology: Utilise robo-advisors and investment apps for cost-effective portfolio management and personalised advice.3.Prioritise Financial Education: Understand risk management, asset allocation, and long-term planning through books, online courses, or workshops.4.Adopt a Long-Term Mindset: Focus on long-term growth potential rather than chasing short-term gains, leveraging compounding interest.5.Stay Informed: Monitor global and local market trends to make timely adjustments to investment strategies.6.Consider ESG Criteria: Align investment decisions with values by prioritising environmental, social, and governance factors, promoting positive change and mitigating risks.7.Seek Professional Guidance: Consult certified financial planners or advisors for tailored strategies aligned with financial goals and risk tolerance.In summary, by making strategic, informed decisions, millennials can navigate financial markets, securing their futures and achieving prosperity over the long term. Ready to seek advice? The Moreton Group is dedicated to supporting you to make informed decisions. Reach out to us for a confidential discussion about your financial goals.

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