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Advisors Are Not Doing Enough To Meet Millennial Prospects

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Misperceptions and missed opportunities abound when it comes to marketing to millennials. Broadridge’s Frieda Lewis, managing director of global relationship management and chief diversity officer, unveiled surprising findings from a recent Broadridge study at the Financial Services Institute (FSI) One Voice conference.

For example:

  • Contrary to popular belief, millennials want their first contact with an advisor to be in person instead of via texting, the internet and social media.
  • For follow-up communications, email is preferred.
  • More than half of millennials value experience from an advisor over all other traits.

For more insights and to read the full article, visit Financial Advisor magazine online.