Millennials & Money is a Pax World initiative designed to help financial advisors acquire and serve the next generation of clients.
Millennials stand to inherit $30 trillion in wealth over the next 30-40 years,1 but who are these new investors?
- At more than 75 million strong, they're the biggest and most racially diverse generation ever.
- 58% of them classify themselves as entrepreneurs,2 while 92% are contributing their skills to companies they feel are making a difference in the world.3
- 69% say investment decisions are a way to express their social, political and environmental values.4
By cutting through the noise and diving deep inside the minds of Millennials, Millennials & Money helps advisors understand the scope of the Millennial client opportunity and the strategies to best communicate their value as an advisor to this new demographic.
Millennials & Money: Reaching the next generation of clients
This presentation for advisors focuses on targeting and communicating with Millennials, and includes resources to help identify their dynamic investment needs.
4 Ways Financial Advisors Can Win
Helpful tips for engaging the next generation of investors.
1 The "Greater" Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth, Accenture, 2012.
2 "oDesk Announces New Study on Millennials and the Future of Work," May 14, 2013, upwork.com.
3 "Inspiring the New Generation Workforce: The 2014 Millennial Impact Report," 2014, The Case Foundation, casefoundation.org.
4 2014 U.S. Trust insights on Wealth and Worth® Survey.