3 Ways to Make Your Firm Appeal to Millennials

“Ch-ch-ch-ch-changes. Turn and face the strange.”

Although these David Bowie lyrics hail from his 1972 hit song “Changes,” the message still reverberates throughout the world today—especially in the financial services industry.

Millennials continue to turn traditional business models and practices on their head.

And adapting to meet this demographics’ needs means that many advisory firms must enter “strange” territory as they reinvent the way they cater to Millennial clients and prospects.

Given the multi-trillion dollar wealth transfer from Boomers to Millennials on the horizon, it’s time to start making some changes to appeal to the way the younger generation prefers to do business.

So I’ve outlined three crucial steps to help you not only understand the needs of a Millennial from a Millennial, but to also provide some perspective on the way I see the industry trending.

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