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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 consultation
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.
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 and align pricing and operating models with young investor attitudes and expectations, helping them to meet their goals.
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.
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.