Not Your Momma’s Financial AdvisorNot Your Momma’s Financial Advisor
Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums, and a more tech-centered financial experience.
Imagine: You walk into an office, and you’re greeted by a receptionist who offers you a drink—Yoo-Hoo, Tab, Fresca, Hawaiian Punch and the like—which come right out of a mini fridge inside the front desk. As you make your way to the lobby, you’re surrounded by twenty- and thirty-somethings, wearing jeans and reading magazines on their iPads. You sit down at the Oxygen Bar, where, unlike Vegas, you don’t have to pay a cent to breath in one of eight scents of O2. To relieve some stress, you head over to the Wii gaming system on the TV against the wall to get in a quick game of Tiger Woods golf or Super Mario cart.
No, this is not Google’s Silicon Valley headquarters. This is the office of financial advisors Ted Jenkin and Kile Lewis, co-CE...
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