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.
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