Help young clients with long-term planning

In a recent edition of Portfolio Checkup, The Globe and Mail discussed a 29-year-old investor’s risk portfolio.

The video shows he wants to retire in his 50s but also reveals he has a couch-potato portfolio, meaning he primarily invests in ETFs and mutual funds.

Watch the video to get tips on how he should grow his investments so he can meet his goals.

Also check out:

4 ways to help gen Y plan for retirement

For Gen Y clients, retirement planning might seem like a concern for the distant future. But that’s the wrong approach.

Young clients get the deepest discounts

If you have young clients in your book, you’re not charging them enough.

Help young clients buy homes

More than 63% of Canadians need more information about the financial details of buying a home.

How to spot high potential clients

Some advisors take on young clients in hopes the relationship will eventually reap rewards.

Convince Gen Y to get advice

For the longevity of your business and future growth, it’s important to spend time prospecting young clients.