Wealth Market Reports

Attracting Millennials and Generation X Investors

This report will examine how to build trust and loyalty with two significantly different generations of investors.  Advisors and providers will gain insights into Generation X and Millennial investors such as: 

  • How they use mobile technology with their advisor.
  • How to effectively use Twitter, Facebook, LinkedIn and other social media channels to resonate with these investors.
  • Their risk tolerance and investment preferences.
  • How they choose financial advisors and the types of providers they prefer and why.

 

Click here to view the brochure.

Price: $10,000.00
CLICK TO VIEW Terms and Conditions    

Attracting Millennials and Generation X Investors