Read our short guide to tactics, funnel stages, and cadence.Get the guide >>
Leave us your info and we'll send you the guide.
It’s not about how much money you have to pass on to your kids – it’s about passing on money-smarts. Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.
Just like with everything you teach them, there are key concepts and topics that create a foundation they can grow from.
Research has shown that most of our money habits are developed while we’re children.1 There are a lot of ways that parents can influence those habits, both by addressing them directly and by simply including children in day-to-day financial decisions and processes. The following are money management principles that set everyone up to be successful:
• Learning how to wait while saving to afford something they want
• Understanding the concept of ‘future’
• Dealing with delayed gratification and
• Avoiding impulsive, irreversible decisions
An effective way to help kids... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
Already a Member? Sign-In here