- Recognize their individuality and accomplishments; be nonjudgmental (self-esteem is everything).
- Ask the best way to contact them, and honor their preferences.
- Learn how to IM (instant message).
- Use the latest technology.
- Stay current.
- Be up front about yourself.
- Be a trusted guide and counselor.
- Act your age.
- Manage your reputation, especially online and in social media.
- Employ positive peer “pressure,” such as testimonials.
- Get in front of a group of millennials.
- Make common causes (e.g., environmentalism, social consciousness, recycling).
- Customize their financial plan uniquely for them and emphasize this.
- Don’t use hard-sell tactics; take time to build trust.
- Offer freebies.
Adapted from “The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty” by Cam Marston. Used with permission.