EP075 How to Grow a Multi-Generational Practice with Yanely Espinal

Yanely Espinal is an enthusiastic financial educator. She is the creator of the ultra-successful YouTube channel, MissBeHelpful, and is the director of educational outreach at Next Gen Personal Finance. She is dedicated to creating financial literacy and personal finance courses, for all students to have access to. I had Yanely on the podcast to tell me about the importance of working with kids as a financial advisor, and exactly how to do that. She went over: Why to include children in financial advising The importance of learning finance by doing  Strategies to get kids involved  Forming relationships with the whole client family Unique strengths as female advisors Yanely has wonderful financial resources for kids and adults. Find them on her social media: Connect with Yanely Espinal Website: https://www.missbehelpful.com Twitter: https://twitter.com/missbehelpful?s=21&t=1u0zvRe6fdgaSxduY-O2WQ Facebook: https://www.facebook.com/yanely.espinal.missbehelpful LinkedIn: https://www.linkedin.com/in/yanely-espinal-missbehelpful/ Instagram: https://instagram.com/missbehelpful?utm_medium=copy_link Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices