Today’s guest, millennial Alan Moore, started out working for a traditional RIA firm, then started his own “location independent” RIA while concurrently developing other entrepreneurial sources of income. Alan and I discuss how millennial advisors think, act and make money differently than traditional financial advisors and what that means for the future of the financial advisory profession. Traditional RIAs can benefit from hiring a millennial advisor and injecting some “millennial thinking” in their business.
Between Now and Success