interview results

finan cial ad vis or Inte rvie w res ults

phone interviews united states

quotes on millennials

“There is something about millennial kids that makes them want everything now. Probably a function of our immediate gratification world”

“They are also fee conscious. The don’t want to pay for anything that they couldn’t already do for themselves.”

“They crave structure but also the ability to be free of worry. Often times, they want the result without the know-how or reason.”

“I believe the way to target and reach millennials effectively is via a medium that directs strategy without the monotony of a formal 1:1 meeting.”

“I don’t have many Millennial clients yet. Part of that has to do with the fact that they haven’t had time to amass wealth.”

“They crave structure but also the ability to be free of worry.”

financial advisors

millennials

all financial advisors were millennials

insights

•provide millennials with frameworks for what decisions they should be making •focus on education •quicker solutions = ideal scenario for the millennial consumers •let the individual clients choose how much they want to learn vs. how much they don’t