Presentation (Widescreen)
In this presentation, you’ll dispel preconceptions about millennials (“too young,” “too entitled,” “not enough money”) – and prove why it’s important for advisors to start building these relationships now.
Flyer
5 ideas to help advisors serve their next generation of clients.
Invitation (Option 1)
Things are looking up for Canadian millennials – those born between 1980 and 2000. They’re the biggest generation in the workforce. Their incomes are on the rise. And they stand to inherit more wealth than any generation in our country’s history…
Invitation (Option 2)
Millennials. They’re an enigma. They communicate differently, think differently and act differently. They love social media and hate…napkins? Many assume they don’t want anything to do with the advice industry but you may be surprised to learn the opposite is true…