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 financial professional 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 financial professionals 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 financial professionals, 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.
Are Your Student Loans Forgivable?
Guidance on how to navigate the student loan debt forgiveness process through the Public Service Loan Forgiveness (PSLF) program.
What the CARES Act Means for Younger Investors
The $2.2T stimulus package includes several provisions that impact younger investors, including student loan debt relief.
OTHER PROGRAMS YOU MIGHT BE INTERESTED IN
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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.