Understanding Millennials and Money and the Implications for Financial Advisers

In episode #260, Patrick O'Shaughnessy, CFA, principal and portfolio manager at O'Shaughnessy Asset Management and author of Millennial Money, discusses how millennial investors are different from prior generations, including the events that shaped their outlook and risk tolerance, and offers some advice for traditional wealth managers who want to work with millennials.

Episode metadata supplied by the publisher feed · Published May 1, 2015

Embed this episode

Attribution link and audio player

NOW PLAYING

Understanding Millennials and Money and the Implications for Financial Advisers

0:00 7:49

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Mastering Money Management: Become Rich for The Price of Financial Literacy| E43

Sep 27, 2024 ·29m

Mastering Money Management: Intro to Financial Literacy | E42

Aug 7, 2024 ·16m

Similar Podcasts

The Brendan Ecker Influence Brendan Scott Ecker The Brendan Ecker Influence is hosted by Brendan Scott Ecker — a 27-year-old American entrepreneur, Michigan real estate agent, CEO of Gold Shark Media Ai, founder of PassRE USA, investor, law enforcement officer, former NCAA two-sport athlete, and author of Beyond the Beat and How I Made My Dorm My Office.Ecker went from a middle-class “Matrix” upbringing to building a fast-growing digital brand, scaling multiple businesses, and growing a YouTube channel with over 27,000 subscribers. With a background in Criminology, law enforcement, and competitive athletics, he blends discipline, strategy, and mindset into everything he teaches.On this podcast, Brendan breaks down the real frameworks behind wealth, business, real estate, marketing, AI, geopolitics, mindset, and personal growth. He discusses the journey in growing his businesses, documenting the wins, failures, and the tactical steps that helped him escape

Frequently Asked Questions

How long is this episode of Enterprising Investor?

This episode is 7 minutes long.

When was this Enterprising Investor episode published?

This episode was published on May 1, 2015.

Can I download this Enterprising Investor episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!