Getting the digital generation to “like” the market: The status of Gen X and Gen Y investors
Change the status of younger investors We’ve identified challenges and opportunities for young investors that financial advisors are…
Change the status of younger investors
We’ve identified challenges and opportunities for young investors that financial advisors are uniquely qualified to address. However, advisors are operating in a business model geared toward serving older generations.
You need to change how you engage younger generations and help them transition from conservative savers to longterm investors. This is the ultimate challenge for today’s financial advisors.
This is the opportunity.
Understand their mindset in order to change their investing status.
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