Investing, "Simon Quick Advisors" │ Darcy O'Brien, Chief Marketing Officer

Wise Millennial

JOIN US IRL: www.instagram.com/wisemillennial
Darcy O'Brien, CMO (Chief Marketing Officer) of "Simon Quick Advisors", sits down to discuss her journey starting as a receptionist, how to deal with "job-hopping" resumes, "FOMO", how to capture the upswing in the markets, her "3 bucket system" for millennial spending, how to build networks, and the #1 most important step you need to know in communicating with others!
LEARN MORE ABOUT SIMON QUICK: https://simonquickadvisors.com/
INSTA:@simonquickadvisors
Check out these awesome resources Darcy mentions!
Book: The Money Book for the Young, Fabulous & Broke by Suze Orman
Tips: iwillteachyoutoberich.com/ by Ramit Sethi
Online Tools: Wealthfront.com // Learnvest.com // Betterment.com
INTERVIEW QUESTIONS:

• So first off, explain a little on what you do and how you got into this role
• Why are you doing this? What motivates you?
• What is your advice or thoughts to millennials on how to create a community culture among the people you work with, across different age groups?
• What do i do? I’m a millennial, i have some savings and don’t know what to do with it. But don’t meet any of the minimum thresholds. Its like a chicken or the egg problem.
• How have you, Darcy Obrien, successfully managed your finances living in NYC? What best tips or practices could you share with your millennial peers that have worked for you? For example do you have any personal spending rules you live by?
• Not to get political, Why is the perception that older generations have money and millennials don’t? Is that accurate? Have they just been simply working longer or care more about savings as they get older? Did previous generations struggle as much as we do when they were younger? Whats really going on here?
• Whats the most frequent financial mistake that you see millennials/younger generations making?
• What's the best way to build your network?
• Technology. What we call Fintech, or financial technology for those who may not know. There are a lot of apps out there, mint. Acorns, trigger. Etc. what are your personal thoughts on these? Do you use any of them? Who are they catering to?
• Talk about you personally. My question is: How do you balance being a millennial and wanting to have fun and not taking life too seriously with the seriousness that your job entails, when many clients treat money literally as life vs death? And how do you not get caught up in that?
• How did you discover your passion? A lot of millennials tell me, Peter im struggling to figure out what my passion is
• What is something you wish someone had told you 5 years ago, or you had told yourself, that you had to learn on your own? But would have made life so much easier had you known.
• How can we learn more about you and stay connected to you?