Sima Patel – Medium

Sima Patel

Making Millennials Brand Advocates

How many Apple products do you own? Is that your second cup of Starbucks? Uber’s 5 minutes away! Oh, just Venmo me!

Jan 25, 2021

Jan 25, 2021

How I Learned the Value of Money at 10 Years Old

Let’s face it, money is a total taboo topic. I can see why this exists in society, but I have no idea why it has to be true in your own…

Aug 15, 2016

How I Learned the Value of Money at 10 Years Old

Aug 15, 2016

A Financial Advisor’s Guide to Engaging Millennials

In my last article, I discussed why it was important for Financial Advisors to engage millennials in 2016. But let’s face it, sparking up a…

Jul 22, 2016

A Financial Advisor’s Guide to Engaging Millennials

Jul 22, 2016

Why Financial Advisors Need to Engage Millennials Now!

Millennials have an 8 second attention span, less than a goldfish. But when it comes to their finances, there is good news and bad news.

Jul 22, 2016

Why Financial Advisors Need to Engage Millennials Now!

Jul 22, 2016

How to Lead Today to Achieve Tomorrow’s Vision: An Open Letter to CEOs & Management

Dear CEO & Management,

Jul 22, 2016

How to Lead Today to Achieve Tomorrow’s Vision: An Open Letter to CEOs & Management

Jul 22, 2016

The Makings of a Productive To-Do List

There are two kinds of people — ones that make lists and those that don’t (we’ve all heard that saying before, right?)! And I’m definitely…

Jul 22, 2016

The Makings of a Productive To-Do List

Jul 22, 2016

Sima Patel

Sima Patel

Proud Millennial, spotlighting the financial service industry one problem at a time | Named Forbes’ 10 Women Driving Growth in Wealth Management | Digital

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