Grown-Up Money

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Our new blog is focused on the financial needs of millennials.

Key Takeaways

  • Today’s Millennials ARE very interested in money—they just want to be educated about it on their terms.
  • Technology enables advisors to guide Millennials on the road to financial independence and build a lifelong relationship with advisors as they accumulate more wealth over time.
  • Information delivery and interaction with you will change, but the importance of cash flow, taxes and your balance sheets remains the same.

This is a brand-new blog called Grown-Up Money. It’s designed for Gen Y (millennials, born roughly between 1980 and 1998) and Gen Z, born after 1998 or 1999. The approach is to reach you early in life as you grow up and start accumulating wealth and start doing responsible things with your money.

Now more than ever, money is very important in everything you do in your life. But one thing professional advisors have not done well is addressing the needs of those who don’t have a lot of money, especially Gen Y and Gen Z. Advisors don’t have anything against you per se, but if you don’t have money, an advisor’s business model is generally not set up to serve you profitably. But thanks to technology, that calculus is changing, and advisors can’t continue as a stodgy, stuck-in-the mud industry or advisors will eventually be out of business.

How technology changes things

Thanks to technology, advisors can now offer a seamless, actionable, cloud-based financial services platform that includes aggregation, reporting and educational analysis. It’s flexible, customizable and accessible 24/7, which fits the Gen Y and Gen Z lifestyle. Most of the financial education can be delivered remotely via Livecasts, webinars, blog posts, podcasts and other social media. Advisors can demystify the concepts of earning, accumulating, spending, saving and gifting money, so they become part of your daily life. When technology is used to engage with you, the path to financial independence is clearly laid out, leading to an ever-increasing partnership with a professional wealth advisor. Sure, you may eventually need to visit a professional advisor’s office on-line or physically so you can reinforce the basics of cash flow, taxes and the balance sheet. But most of your financial education can be learned remotely—wherever you are, whenever you want, on whichever device you prefer.

We’re going to start by providing you with great content, relevant practical ideas, solutions and processes to help you make smart decisions about your money. This blog is for Millennials and everyone who wants to help them achieve their version of financial success.


Thanks to technology, advisors can begin helping you learn good money habits well before traditional advisors think you are enough or wealthy enough to become profitable clients. This is the future. Please join me on the journey.

Until next time, enjoy.


Gary has provided wealth management services to clients for over 30 years. He is credentialed in financial services with practical experience in all areas of finances and money. He is the author of Changing the Conversation, Wealth of Everything, and co-author of The Business Battlefield.

He is genuinely interested in getting to know the person in front of him. Who are they? What’s most important to them? Where do they want to go in life? Whether he’s advising clients, mentoring his team, or coaching entrepreneurs, Gary is always simplifying complexity and motivating others to take the next action that’s right for them.

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