EPISODE · Jan 21, 2026 · 25 MIN
Boomer to Millennial: Lessons for the next gen.
from Free Lunch
In this episode of The Free Lunch Podcast, Greg and Jacob reflect on how the reality of wealth advising differs from what’s taught early on.Technical knowledge matters, but it isn’t what ultimately sets wealth advisors apart. Listening, understanding, and guiding people through uncertainty are what define the work.Throughout the episode, they explore the lessons that only experience teaches, and what it really takes to build a career that lasts.
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Boomer to Millennial: Lessons for the next gen.
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How long is this episode of Free Lunch?
This episode is 25 minutes long.
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This episode was published on January 21, 2026.
What is this episode about?
In this episode of The Free Lunch Podcast, Greg and Jacob reflect on how the reality of wealth advising differs from what’s taught early on.Technical knowledge matters, but it isn’t what ultimately sets wealth advisors apart. Listening,...
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