Updated September 7, 2023, at 12:10 PM
As a millennial myself, I’ll call it as I see it: millennial investors require special care from financial advisors.
Sure, my generation can get a bad rap sometimes. But we’re not that different from other generations. From baby boomers to Generation Z and millennials to Generation X, each cohort requires particular considerations to develop solid and long-lasting relationships that financial professionals crave.
It just comes down to the how behind those considerations. Just as boomers prefer more time when making decisions and Generation X appreciates added context, millennials have their fair share of inclinations when it comes to connecting with the companies they do business with.