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Millennials: Successfully Tapping into the Future of Your Practice
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"Millennials: Successfully Tapping into the Future of Your Practice"

Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.

The Millennial market for financial advisors is challenging.  Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.

To be successful, you’ll need to understand how they think, what they think and how to communicate with them.

Download this guide and explore: 

  • How to capture Millennial clients
  • How Millennials think and what’s important to them
  • How to recruit and retain Millennials at your firm
  • How Millennials are the future of your practice

Don’t miss your opportunity as Millennials ascend the income earning curve and possibly become beneficiaries of a massive wealth transfer from their parents, estimated by some to be up to $30 trillion.

Offered Free by: American Portfolios
See All Resources from: American Portfolios


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