NextGen clients have the potential to make or break wealth advisors.

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Future success depends on engaging these young clients, yet how do you speak to a generation of demanding sceptics? How can you win their trust and how will they measure the service you provide?

To create our latest report we surveyed 3,113 high-net-worth individuals, a must-read guide to the NextGen psyche.

Key findings:

  • Over 80% of the respondents agree that their financial provider is hitting the mark
  • 67% of them expect a positive impact from increased regulation

However:

  • 27% of young Europeans believe that investment recommendations have not been in line with their risk tolerance
  • With increased regulation ¼ of millennials believe that advice will be less tailored to their individual circumstances and 1/3 that guidance will become less personal

This is the third of four Futurewealth papers that will be released throughout the year.

 

To know more, download our Report! (Please, fill the form)

 

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