Reaching the next generation of investors

More than half of Millennials polled said they would consider working with their parents’ financial advisor. But only 20% of those respondents have actually met the advisor. The study points to several ways for advisors to reach out to the next generation of investors. These include positioning yourself as a resource for the entire family, embracing digital communications, and seeking to understand their individual values and goals.

Leave a Reply

Your email address will not be published. Required fields are marked *