The Right Engagements Deepen and Grow Your Book of Business

Millennials are estimated to inherit more than any generation before. In fact, by 2020, Millennials are estimated to control more than half of all investable assets, a roughly $30 trillion sum. So, what does that mean for wealth managers? With a changing landscape in the investment world—more Millennials and women are working with wealth managers than ever before—firms need to keep up with increasingly digital, more collaborative approaches. Because different age groups prefer different ways of interacting with advisors, tailoring advising strategies is crucial. If you want to better engage with your clients, check out the infographic below to learn how to work with different types of clients throughout their financial life journey. 

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