4 Gen Y Trends That Affect Your Practice

Aim: To look at how advisers can attract Gen Y clients.

Outcome: Completion of this module will enable financial advisers to understand how they can tailor their advice practice to be more appealing to Gen Y clients.

Abstract: Millennials are reaching the age where acquiring financial advice is becoming a necessity. As a group, their familiarity with technology has given them a distinctly different set of expectations. Four key ways advisers can tailor their advice practice to win Gen Y business are presented.