Exclusive, insightful audio interviews by our staff with banking/security leading practitioners and thought-leaders. Transcripts are also available on our site!
Manage episode 158839628 series 1192009
Eric shares how he decided to call his firm, "Beyond Your Hammock." He elaborates how his unconventional name matches his unconventional approach to planning and how this puts him in the right position to attract millennial clients. His shares how his approach helps him to both serve his target market, millennials, and how his firm naturally compliments traditional firms.