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Are You Taking Advantage of This Generational Shift? – Episode 27
Manage episode 442994923 series 3518816
Kandungan disediakan oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.
- Millennials are heading toward their prime earning years, professionally.
- Millennials and Gen Z-ers are inheriting significant wealth.
- Millennials and Gen Z-ers are interested in working with financial advisors.
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.
27 episod
Kongsi
