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Are You Taking Advantage of This Generational Shift? – Episode 27
It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.
Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:
- Millennials represent the largest age demographic category—they are the clients of the future.
CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.
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By CEG Worldwide and CEG InsightsIt’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.
Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:
- Millennials represent the largest age demographic category—they are the clients of the future.
CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.
Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.