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Whitepaper

Millennial wealth: how to prepare for imminent change

 

Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation and generates productive and meaningful relationships. 

Generational wealth transfers typically result in 90% of “heirs” changing advisor. Millennials, in particular, have different expectations and needs to Boomers. They want financial advice - but delivered differently.

This shifting demographic, along with rapid technological progress and growing competition between providers, poses challenges for finance firms. Developing strategies to overcome these hurdles is a matter of urgency.

Download our free 19-page whitepaper to understand:

  • Who are Millennials? How can we define this generation of consumers? 
  • What do Millennials expect and want from their financial provider? 
  • What challenges do the demands of Millennials pose for financial services? 
  • And what can providers do to better serve Millennial customers?
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