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Advisors Are Not Doing Enough To Meet Millennial Prospects

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.

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