Perspective

Meeting the moment: How advisors are winning young investors

This paper highlights various methods advisors are using to attract and engage young investors.

Key Takeaways
  • If you're not bullish, you're not paying attention. Since 2020, 60% of young investors (ages 18-34) began to invest.1
  • Younger investors are different, in a good way. Our research shows that younger investors place more importance on financial planning, creating peace of mind and helping achieve life goals than their older counterparts.
  • Explore steps you can take to help start winning their business including: creating a target client profile, connecting with current client's children, engaging with them online, and more.
  • See how other wealth management firms are attracting and engaging Millennial and Gen Z clients.
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Meeting the moment: how advisors are winning young investors
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Business model & offering Wealth transfer Young Investors

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1. CNBC | Momentive Poll: "Invest in You" August 2021

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