Seek more comprehensive advice
Almost two-thirds of young millionaires want a financial adviser to provide more than just investment advice, compared to 25% of boomers. What does Gen X/Y want? A third want someone who can motivate them to reach life goals, compared to 19% of boomers who are looking for such help. More younger millionaires also want an adviser who can be their personal CFO and someone who can help them make better healthcare decisions.