Wealth Management & Millennials: 6 Tips for Attracting the Next-Generation of Clients

Wealth management firms face one of the fiercest eras of disruption in decades. With the graying of Baby Boomers, the wealth baton is being passed to Millennials—a demographic that makes up more than 27 percent of the population and is due to inherit between 30 and 70 trillion in assets by 2030. The transition of wealth from “old-school” clientele to tech-savvy, on-demand-data-seeking Millennials requires a new and modern approach. Download this white paper to better understand the Millennial market, and learn how to: 

  • Recognize a growing market
  • Sign up to play the long game
  • Offer cloud-based and mobile technologies
  • Assemble a tech-savvy staff
  • Master your online presence; and
  • Offer digitally driven value-add services


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