in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He gives tips on how to reach them.
The marketing strategies that attracted your baby-boomer clients probably won’t work with millennials
Although 28% of millennials in B.C. expect an inheritance of more than $300,000, only 8% of parents believe they’ll be able to leave that much for their children
Almost eight in 10 Canadians between the ages of 18 and 33 are unaware their RRSPs could help them buy their first home or help them go back to school, TD survey finds
Parents are planning to retire later than planned, saving less for retirement, spending their savings or taking on debt to help their kids
Advisors could be doing a better job of connecting with their clients’ children, DIY investors and women clients
Videos and website direct consumers to advisors
You need to have a substantial online presence, one that focuses on being mobile friendly, combined with a respect for millennials’ privacy to strike a chord with this generation
Bridgehouse scholarship program applicants reveal risk-taking traits greater than widely believed
New research indicates that this demographic will engage with a company only if the content of digital communication is tailored to them