How to Attract and Keep the Next Generation of Clients

We know RIAs need to attract younger advisors to stay in business as older advisors retire, but considering how much wealth will be transferred to millennials over the next couple of decades, what strategies should RIAs use to attract younger investors, too?

The good news, according to Jill Jacques, vice president and wealth management/retirement lead at North Highland, a consulting firm, is that millennials tend to work with older advisors because are looking for someone with experience and also because they often get a referral through their parents.


Read more from ThinkAdvisor here


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