Artwork

Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Are You Taking Advantage of This Generational Shift? – Episode 27

25:01
 
Share
 

Manage episode 442994923 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.

Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:

  • Millennials represent the largest age demographic category—they are the clients of the future.
  • Millennials are heading toward their prime earning years, professionally.
  • Millennials and Gen Z-ers are inheriting significant wealth.
  • Millennials and Gen Z-ers are interested in working with financial advisors.

CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 442994923 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers.

Today, however, moving upmarket increasingly means attracting and serving younger generations. For example:

  • Millennials represent the largest age demographic category—they are the clients of the future.
  • Millennials are heading toward their prime earning years, professionally.
  • Millennials and Gen Z-ers are inheriting significant wealth.
  • Millennials and Gen Z-ers are interested in working with financial advisors.

CEG Insights recently surveyed more than 700 affluent millennials (along with more than 150 Gen Z-ers) about their wealth. What they told us may have major implications for how advisors manage their practices in the coming years.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

  continue reading

46 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play