Clients in their 20s, 30s and 40s provide some unique challenges, but can be extremely rewarding to work with, according to Rebecca Schreiber, a certified financial planner at Solid Ground Financial Planning in Silver Spring, Md., who specializes in serving younger clients.
Young clients are “looking for a more transparent process,” than their elders, Schreiber says. They want to know more about the planners, and how they do business, and they are well aware of scandals and problems involving financial firms that have been in the news in recent years.
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