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Teaching Kids About Financial Responsibility


Are your clients dreading "the big talk" with their children? Forget the birds and bees, we are talking about money.

Despite all the information about money and personal finances, young people still struggle with savings and investments. As a financial advisor, you have a great opportunity to help your clients teach their children about all the money you're growing for them. You can extend your relationship – and future business – by helping parents and grandparents take on this challenge.

Money and markets expert Terry Savage addresses how you can achieve this in our most recent guide, including how to:

  • Start the relationship process early
  • Help kids invest their own money
  • Create a multi-generation business