EPISODE · Apr 23, 2024 · 9 MIN
4/23/24: A Huge Opportunity for Financial Advisors
from THE TRUTH ABOUT YOUR FUTURE with Ric Edelman · host Ric Edelman
A third of Millennial millionaires plan to switch financial advisors this year. Discover why this trend presents a massive opportunity for proactive financial firms. #MillennialMillionaires #FinancialAdvisors #InvestmentTrends #WealthManagement #FinancialPlanning #MillennialWealth #AdvisorSwitch #InvestingTips #FutureFinance #FinancialServices ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https://www.thetayf.com/pages/ask-ric ----- Links from today’s show: 50% Off CBDA and VISION = Bitcoin Halving Celebration (use code “HALVING”): https://dacfp.com/ Why Bitcoin Will Rise to $420,000 (FREE Webinar!) - REGISTER HERE: https://dacfp.com/webinar-why-bitcoin-will-rise-to-420000/ ----- Follow Ric on social media: Facebook: https://www.facebook.com/RicEdelman Instagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/ X: https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman ----- Brought to you by: Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html Schwab: https://www.schwab.com/ Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee -----
What this episode covers
A third of Millennial millionaires plan to switch financial advisors this year. Discover why this trend presents a massive opportunity for proactive financial firms. #MillennialMillionaires #FinancialAdvisors #InvestmentTrends #WealthManagement #FinancialPlanning #MillennialWealth #AdvisorSwitch #InvestingTips #FutureFinance #FinancialServices ----- Subscribe to podcast updates: https://form.jotform.com/223614751580152 Ask Ric: https://www.thetayf.com/pages/ask-ric ----- Links from today’s show: 50% Off CBDA and VISION = Bitcoin Halving Celebration (use code “HALVING”): https://dacfp.com/ Why Bitcoin Will Rise to $420,000 (FREE Webinar!) - REGISTER HERE: https://dacfp.com/webinar-why-bitcoin-will-rise-to-420000/ ----- Follow Ric on social media: Facebook: https://www.facebook.com/RicEdelman Instagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/ X: https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman ----- Brought to you by: Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html Schwab: https://www.schwab.com/ Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee -----
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4/23/24: A Huge Opportunity for Financial Advisors
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