This transfer of wealth will be the largest in history. Acquiring the millennial generation as clients represents one of the largest opportunities for financial advisors to grow their practice today.
Kaplan's strategic partner, think2perform, conducted thorough research with a financial services Fortune 500 company to identify common misconceptions about millennials and unlock the unstated opportunity of those misperceptions. Using this industry-exclusive research, we created this eBook to help financial advisors develop more compelling value propositions for prospective millennial clients and the millennial children of current clients.
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