Purpose Generation

04/17/2020

Realworld Playbook just launched their new, personalized platform for soon-to-be college grads! It helps navigate everything from finances and health care to employer paperwork and renters insurance. New look, new feel, same mission to simplify adulthood - congrats to their team! 🎉 Check it out at www.realworldplaybook.com (and share with any college seniors in your life!).

12/20/2019

12 Personal Finance Facts You Didn't Learn in School: http://bit.ly/2P0aGj3.

12/16/2019

Millennials love co-working spaces. In fact, it's estimated that 65% of the global co-working member base is . Yet another example of how this generation is increasingly flexible in their ideals.

12/13/2019

Have we mentioned we speak ? In addition to Purpose Generation, where we work with companies to better target Millennials, we also run , a online destination to help Millennials find their purpose.

Are you following us on Instagram yet?
www.instagram.com/purpose_playbook

12/09/2019

Monday mood. Check out some of our recent work samples and projects we're proud to be a part of: https://www.purposegeneration.com/work

12/06/2019

Feeling a little down about reaching Millennials in the workplace? Get a little inspiration by heading to our blog - or as we call it our Millennial "Buzz". ⬇️

https://www.purposegeneration.com/buzz

10/11/2019

Financial Advisor advice, freshly translated from to help you reach Millennials and delivered right to your inbox each month. ⁠
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Want in? Sign up here: https://www.purposegeneration.com/advisor-speak

08/22/2019

"People are asking fundamental questions about how well capitalism is serving society.” A fascinating article by Fortune touches on how America’s CEOs are seeking purpose for corporations across the country:

For more than two decades, the influential Business Roundtable has explicitly put shareholders first. In an atmosphere of widening economic inequality and deepening distrust of business, the powerful group has redefined its mission.

06/25/2019

From Uber to Taskrabbit to Instacart, the next generation is used to scheduling their lives with the click of a button.
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Wouldn’t it be great if appointments with financial advisors worked the same way? 💸

Say goodbye to endless email chains (and every millennial’s worst nightmare: phone tag) by signing up for an online scheduling tool.
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Removing this logistical barrier will make phone or video calls more appealing to younger clients. Our favorite tool: Calendly 👏🏼

Want more tips like this? Head to AdvisorSpeak.com to sign up for our monthly newsletter.

06/14/2019

Quick tip from Advisor Speak, our newsletter specifically for Financial Advisors:

"Last year, 69% of students graduated with loans; their average balance was $29,800, which could mean monthly payments of over $300. So, using graduation season as a springboard, ask clients how they’re managing their loans. Approach the topic with empathy and knowledge, or even software like this: http://bit.ly/2KPyJ2s."

Want more tips like this? Sign up for our monthly newsletter here: http://bit.ly/2Xlv8Qs.

Ryan Frailich, founder of Deliberate Finances, provides comprehensive reviews or 8 student loan planning tools, including CSLA, RightCapital, VIN, & Loan Buddy.

05/25/2019

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AdvisorSpeak

04/25/2019

Our co-founder, Alex, will be at Investments and Wealth Institute's 2019 Annual Conference Experience in Las Vegas on Tuesday, May 5th! We're thrilled to be in such great company and can't wait to debut a new project we've been working on! Learn more about ACE here:

ACE offers four days of unparalleled exposure to the sharpest thinkers and practitioners—blending Ivy League-quality education, with practical application.