A new Practice Management study on Millennials and their investing habits is now available for Financial Advisors. The study is focused on Millennials’ thoughts on why they do, or do not prefer working with financial advisors. The study will give you valuable relationship management insights to better understand their needs.
Here are some excerpts from the study Millennials’ Thoughts on Investing and Financial Advisors:
80% Millennials have never worked with a Financial Advisor
Those Millennials who do seek a financial advisor’s help are likely to pick someone with a good personality and ethics rather than age or gender
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63% of Millennials are interested in long-term investing, making them a valuable prospect for your business
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