Do You Understand Your Next Generation of Customers?

YoungInvesteneur conducted a survey of 30 young adults ranging in age between 15 and 26 in order to better understand the relationship between young adults and financial advisors…specifically their parent’s financial advisors.

The results of the survey are astonishing and indicate that financial advisors are missing a significant opportunity to leverage intergenerational referral business. By simply offering financial literacy materials, financial advisors will be able to significantly increase their intergenerational referral business, thereby building a loyal customer base and ensuring the steady flow of future business.

To view the complete results of the survey, click here.

Tags: Intergenerational Referral Business, Marketing, Young Adults, YoungInvesteneur Survey