Reaching Out to Millennial Investors (v2018)

Reaching Out to Millennial Investors

A Practical Guide for Financial Advisors

Millennials are the largest demographic group in history. They are also the most educated and tech savvy, but when it comes to financial affairs they are very much novices and don’t resemble your typical client.

Our eBook takes an in depth look at how you can reach out to millennial investors and why a little effort now can pay dividends in the future for your business. We’ll cover:

  • What this demographic looks like
  • Their financial behaviour and the products they might be interested in>
  • How to capture, manage and retain them as clients

Download our revised (2018) eBook today.

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