Bridging the Age Gap_ From Young Advisor to Trusted Partner
Update: 2025-05-19
Description
In this episode of The Complete Advisor, we sit down with a financial advisor in his 30s who shares how he bridges the generational gap with empathy, tech-savviness, and old-school relationship-building.
With over a decade of experience growing a solo practice, he works with clients ranging from young educators starting 403(b) plans to pre-retirees navigating their retirement income strategies. Discover how he wins trust, adapts to communication preferences, and uses both modern tools and traditional touches to grow lasting client relationships.
✅ Key Lessons for Financial Advisors:
How to overcome age bias with confidence and credibility
Adapting communication styles across generations
Why handwritten notes and phone calls still matter
Tech tips for connecting with baby boomers
Building a successful solo advisory practice from scratch
🔔 Subscribe for more real talk with real advisors: www.youtube.com/@thecompleteadvisor
📌 Perfect for:
Young financial advisors
Solo practitioners
Advisors working with 403(b), educators, or retirees
Anyone looking to improve client trust and retention
With over a decade of experience growing a solo practice, he works with clients ranging from young educators starting 403(b) plans to pre-retirees navigating their retirement income strategies. Discover how he wins trust, adapts to communication preferences, and uses both modern tools and traditional touches to grow lasting client relationships.
✅ Key Lessons for Financial Advisors:
How to overcome age bias with confidence and credibility
Adapting communication styles across generations
Why handwritten notes and phone calls still matter
Tech tips for connecting with baby boomers
Building a successful solo advisory practice from scratch
🔔 Subscribe for more real talk with real advisors: www.youtube.com/@thecompleteadvisor
📌 Perfect for:
Young financial advisors
Solo practitioners
Advisors working with 403(b), educators, or retirees
Anyone looking to improve client trust and retention
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