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Practice Management
Serving Young Investors
Fidelity's Practice Management and Consulting team can work with you to build strategies to help target, engage, and grow relationships with the right young investors.
Request a consultationAre You Ready to Serve the Next Generation of Investors? We Can Help.
Gen Y and Gen Z, although still relatively young in their financial journeys, have different needs and preferences when it comes to their money and the advisors with whom they work. Establishing and keeping relationships with these young investors will require many financial advisors to flex how they engage clients.
Identify and Engage
Identify and engage the right Gen Y/Z prospects to target, focusing on lifetime value of a potential client, and become a trusted resource for important financial conversations and planning.
Adapt your product offering
Prepare to offer a perspective on how sustainable investing, digital assets, and future investment ideas and products may align to your clients' plans and goals.
Develop Profitable, Scalable Models
Develop profitable, scalable models and align pricing and operating models with young investor attitudes and expectations, helping them to meet their goals.
Stand out
Assume the role of accountability partner or behavioral coach, or build specialized expertise and focused offering for the young clients you want to serve most.
Meet the social media and tech imperative
Contemplate technology throughout the client life cycle to engage, onboard, and service young investors.
Risk of Delaying Engagement with Gen Y and Gen Z
Source: Fidelity Investments, Client Insight Tool and on-platform assets data.
Related Tools
Client Lifetime Value Calculator
Use Fidelity's Client Lifetime Value Calculator to learn how young investors may impact the long-term value of your firm.
Learn more
Client Insights Tool
Understand where your revenue comes from today, examining your book of business beyond client segmentation.
Learn more
Meeting the Needs of Young Investors Online Assessment
Gauge how well your firm is addressing five key areas that may help you better prepare to meet the needs of the next generation.
Learn more
Young investors are seeking financial advice today. Be the advisor they turn to.
Contact your Fidelity Representative and let us know how we can help.
Request a consultationIt's Time to Change Your Mind about Young Investors
- The Why: The ways that Gen Y and Gen Z can help grow your firm
- The Who: The insights that can make you indispensable to them
- The How: The steps you can take to start winning their business
