Trends with Benefits #29: Advisor of Tomorrow with Justin Castelli
Ed Lopez, Head of ETF Product
October 06, 2020
Advisor of Tomorrow
There are trillions of dollars at play in the coming generational transfer of wealth. Financial advisors looking to build a durable business have to find ways of reaching the next generation of wealth accumulators, millennials. Adapting to this cohort means understanding how their values differ from prior generations and for that, a different approach is required. Justin understands this and has been building a practice to help clients “align values with dollars”. He describes an approach less driven by numbers than by purpose and breaks the mold of traditional planning to help clients achieve their “greatest happiness”. We talk about subscriptions models, the value of building communities and the future of financial planning.
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