Tuesday Oct 15, 2024
Six Ways to Attract Next-Gen Wealth – Episode 28
Here are six essential strategies for financial advisors engaging these next-gen clients and setting yourself up to win their business.
For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal with that wealth, and are very interested in working with financial advisors who can help them navigate the process.