After holding my umpteenth “workshop” on money matters, a millennial asked me for help. FINALLY.
As a prequel – all of my workshops are interactive, and FUN. I think of it as FUN-ANCIAL (fun financial) education. That way you can actually remember my name and want to talk to me again because we started our relationship by having fun and making the sometimes painful topic of money somewhat more palatable.
It’s not about selling, it’s about asking the right questions to prompt you to think about your life, your values, your money, your time.
Money is not the point, the point is YOU having the life YOU want.
So let’s talk about YOU, the money is secondary.
Anyways… we’re sharing our thoughts, experiences, challenges and as we’re having this AMAZING conversation while the millennials are googling me, my credentials, background and social media (LOL), everyone … seriously, everyone (!) thanks me and we exchange contact information. Somehow the topic of the booming real estate market in Brooklyn comes up. We keep it moving and before we know the session is complete.
The audience confirms that they received education, great content and are leaving inspired.
GREAT. Then, nothing. Radio silence.
I know the information at the workshop was helpful, because they told me so… but how helpful is it unless a vision for the future is backed by financial action steps and the guidance to do what matters.
So, a few weeks down the road, I wind up having a Sunday brunch with two ladies from the workshop. We’re simply enjoying the day and being in each others company.
Over french toast and eggs I learn that this particular millennial who is employed by a financial institution didn’t know the information delivered at the workshop.
Though she was not motivated to talk more about money itself, what she really wanted was to learn how to buy a home.
BOOM.
So of course, the conversation goes back to money but its money in the context of how to purchase a home, using money of course. That’s what’s important.
We get back to our financial planning conversations about income, proper protection, long term savings, managing debt, and all manner of things in my lane of expertise.
It’s all about communication, respect, individuality.
And of course, in my mind, helping people OF ALL AGES, sort out their money.
Let me know what’s important to you, and maybe I can be of some help.
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