A look into the best ways to interact and engage with the two generations that at Gen X and Gen Y. Social media, a strong website and more are mentioned.

2. RESOURCES
Worksheet
Marketing Self
Assessment Tool
Newsletters
The Gen Y Newsletter
Coaching
The Gen Y Financial Planning
Coaching Program

4. WHY YOUR WEBSITE SHOULD BE AMAZING
● It’s the new business card: Prospective clients will use it to find out the
ways to interact with you (email, phone, social media).
● It saves you time: You’ll answer fewer basic questions via email if your
website is informative.
● It demonstrates competency: Millennials expect businesses to have
well-designed, modern websites. This proves your business is legitimate to
them.

5. YOUR BLOG AND NEWSLETTER SHOULD BE AWESOME
● Help prospects get to know you better: Providing free content builds your
brand and lets readers know your financial planning philosophy.
● Built-in marketing materials: Re-package existing blog content into special
reports, email campaigns, and more.
● Make yourself Googleable: Searchable headlines (like “Should I Contribute
to a 401(k) or Roth IRA?”) lead people to your site.
● Build a subscriber list: They’re your go-to people for marketing campaigns,
and even a source for great candidate when you’re looking to hire!

6. ESTABLISH A SOCIAL MEDIA PRESENCE
● Twitter makes it easy to establish online relationships with other financial
planning professionals and members of the press.
● LinkedIn is where you connect with influencers while showcasing your
experience and online resume.
● YouTube videos make you stand out and seem approachable.
○ My favorite: Philip and Julia Olson of The Art of Finance.

7. OTHER WAYS TO MAKE YOUR BUSINESS STAND OUT
● Be easy to search for: Google is the #1 way prospective clients find out
about Gen Y Planning.
● Be relatable: You’re not the stuffy planner behind the mahogany desk. Most
prospects want a planner within 10 years of their age. It’s okay to let your
unique personality shine through.
● Don’t just focus on retirement: Young clients are worried about career
planning, buying homes, saving for college, and more.

8. HOW TO GET QUOTED: BE NICE AND BE HELPFUL
● Join FPA: Reporters will send out media requests when they’re working on a
story. Be one of the 1st to respond!
● Join XY Planning Network: Many reporters reach out to XYPN when they
are doing articles geared towards a younger demographic. If you’re a CFP,
you can also be part of their “planner search.”
● Become friends with reporters: Be extremely helpful when talking to
reporters. If you’re not the right person, connect them with someone who is. I
started out using HARO: www.HelpAReporter.com.

9. Advisor Websites:
www.advisorwebsites.com/blog
www.advisorwebsites.com/resources
Gen Y Planning:
http://genyplanning.com/