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.
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