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Financial Advisors Working With and Employing Millennials

Millennials are not like Baby Boomer or Gen X clients. If you wish to successfully tap the Millennial market, you’ll need to understand how they think, what they think and how to communicate with them.

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    Financial Advisors Working With and Employing Millennials

    Understanding the Millennial from a Financial Advisor’s Perspective

    Millennials are not like Baby Boomer or Gen X clients. If you wish to successfully tap the Millennial market, you’ll need to understand how they think, what they think and how to communicate with them.

    Millennials are digitally savvy, socially connected, health conscious and socially responsible. From a financial perspective, they have a general distrust of financial advisors and Wall Street; they keep their money in cash; they carry a large debt balance; and they are unfamiliar with negotiating job offer perks, i.e. stock options, signing bonuses and non-compete agreements.

    We Know They’re Different

    While every generation seeks to distance itself from the previous one (remember “Hope I die before I get old,” Baby Boomers?), Millennials are set apart primarily by their experience with social media, how they consume information and what they want from work. While they share many of the same values held by previous generations, they do hold some distinct principles that need to be considered when a financial advisor employs a Millennial.

    In this whitepaper, “Financial Advisors Working With and Employing Millennials”, we explore how Millennials differ from other generations, and how you can successfully add them to your business, either as clients or employees. To do so, new tools may need to be adopted into your practice, such as social media and corporate social responsibility.

    Download the Full White Paper Here

     

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    Vice President of Marketing Strategy 
    631.439.4630 

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