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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Apr 4, 2018

This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.

When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast. But there are also a lot of misconceptions about this demographic, including how they view money.

While their financial needs may differ from baby boomers, the premise is the same: How do we make sure you’re financially secure in the long run while still maintaining a lifestyle that makes you happy.

In this episode, we’re joined by two advisors, Eric Roberge of Beyond Your Hammock and Shannon Lee Simmons of New School of Finance, to discuss the ways that they cater to millennials and how you can integrate this group into your client mix.

For full show notes and links mentioned in this episode, visit