HIGH NET WORTH MILLENNIALS & GEN X
My biggest observation in working predominately with folks in their 30s, 40s and 50s ⤵️
⏳ Time is their most precious commodity
Because they value their time:
🆘 Hire & Delegate where they need help whether it be financial planning or landscaping
💵 Believe the professionals they hire should be fairly compensated
🤝 Are respectful of the help they receive
🗺️ Want a game plan of the big picture
🔬 Don’t micromanage
😁 Do things that make them happy
🫶 Care about family and charities
😅 Work Hard
🚏 Know there’s no shortcuts