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?