Financial Advisors Knowledge Center
What Every Advisor Needs to Know About the Next Generation of Investors
Out of the mouths of millennials…
We surveyed more than 600 millennial investors from age 21 to 351. They told us about their lives, financial concerns, preferences and trigger points for seeking an advisor.
And guess what?
If you have unflattering biases about them now, you’ll be surprised to learn about their potential impact on the industry.
Download our e-book Beyond the Typical Millennial Research, and learn why you need these 83 million people2—and they need you.
Get strategies to help you:
- Engage with millennials effectively
- Profile promising prospects—and weed out the rest
- Update your marketing plan to reach them when and where it means the most
- Demonstrate your true value to them—and pick a fee model that helps you remain profitable
1 SEI Millennial Survey, n=~600 millennial investors and ~300 millennial advisors, December 2016
2 Census.gov, “Millennials Outnumber Baby Boomers and Are Far More Diverse, Census Bureau Reports,” June 25, 2015
Information provided by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI).