Perspective

Meeting the moment: How advisors are winning young investors

The next generation of customers is coming of age, and we believe it's time for your firm to consider how to engage and serve this new contingent of 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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Business model & offering Wealth transfer Young Investors

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

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