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.

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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.

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ADDITIONAL RESOURCES

Marching to a Million Assessment featured image

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.

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Related Content

Helping Younger Generations Overcome Stress

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

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

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.

This program provides advisors with a roadmap for servicing the wealth management needs of high-net-worth clients.

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.