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Webinar Replay: Marketing to Millennials

5 key strategies for success.

Webinar Replay: Marketing to Millennials

As millennials are slated to inherit some $30 trillion over the next three decades, the moment is right for advisors to pursue them as clients. Broadridge and The Center for Generational Kinetics (CGK) conducted a joint survey that includes surprising insights and opportunities focused on the wealth industry’s next-generation client.