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
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.
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.
OTHER PROGRAMS YOU MIGHT BE INTERESTED IN
Comprehensive wealth planning strategies to provide unparalleled value to your best clients throughout the year with ideas on tax, financial, estate and retirement planning.
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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.
Explore our podcasts featuring professional development coaching, retirement perspectives and market insights.