Marching to a Million
Millennial Journeys to Retirement
Overview
Your Clients’ Children: A Generation that Needs Your Guidance
Today’s millennials, born between 1981 and 1996, are in the prime stage of life for getting savings and investment plans on track. As a generation that faces unique financial challenges, including unprecedented student loan debt as well as a significant transfer of wealth soon to occur, they are in critical need of financial advice.
Drawing on insights gathered through conversations with our own Janus Henderson millennial colleagues, we created resources to help you engage and retain the next generation of clients. In a series of videos and podcasts, we highlight positive stories about a cohort that is often mischaracterized as financially inept. As our findings reveal, we have found that many of them are actually ahead of the game when it comes to planning for retirement.
Millennials are projected to represent roughly one-third of assets managed and clients served for most advisor practices within five years – a 50% increase over current levels.
Practical Perspectives, “The Changing Role of Financial Advisors – Serving Millennials.” September 2019
VIDEOS & PODCASTS
Videos you can share with your clients' children, millennial clients and prospects
Millennial Journeys Toward Retirement
For our first "Marching to a Million" video, Retirement Director Ben Rizzuto spoke with colleagues about their views on spending, financial advice, social security and more.
PODCASTS
Insight and perspective to help advisors understand the habits and views of millennilas
Marching to a Million: Meet Our Millennials
Retirement Director Ben Rizzuto speaks with millennial colleagues about money lessons they’ve learned and how they view retirement.
Marching to a Million: How Younger Generations View Spending, Saving and Financial Advice
Retirement Director Ben Rizzuto spoke with millennial colleagues about how they choose to spend their discretionary income, what longer-term goals they're working toward and their views on financial advice.
ADDITIONAL RESOURCES
The Millennial Opportunity
Created specifically for advisors, this guide explains the millennial opportunity and why this generation needs your help, and why you might need them.
Millennial Client Brochure
Looking for materials to share with millennial clients and prospects?
Download our client brochure and get tips to help new investors get started and stay on track towards their retirement savings goal.
Related Content
Helping Younger Generations Overcome Stress
Stress management isn’t limited to adults. Dr. John L. Evans Jr. shares three tips for how you can help younger generations.
Advisors Need to Bring Clients’ Kids into the Conversation
Parents are looking for guidance on how to talk to their children about money. Retirement Director Ben Rizzuto explains how advisors can address this need while establishing themselves as the family’s primary wealth manager – all without putting their other client relationships at risk.
Closing the Conversation Gap with Clients
Michael Futterman, Head of Knowledge Labs™ Professional Development, explains the importance of clear communication between advisors and clients.
OTHER PROGRAMS YOU MIGHT BE INTERESTED IN
This program shows advisors how to retain and grow their business with female clients facing difficult life transitions.
Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.
Learn to highlight the value of your relationship by helping clients prepare for the many difficult decisions that often affect families across generations.
Knowledge Labs Alert
Exceed expectations - in business and in life - with monthly insights from our experts.
Contact Your Sales Director
To implement any of these solutions or to find out more about how they can help you excel, contact your Janus Henderson sales director.
Podcasts
Explore our podcasts featuring professional development coaching, retirement perspectives and market insights.