Millennials and Gen Z have done a remarkably good job of accumulating wealth: according to Cerulli Associates, Millennial & Gen Z wealth rose by $700 billion in 2021. It's the biggest increase of any generational group—and what's more, they're eager for professional financial guidance. This article from ThinkAdvisor explains why your firm should take a closer look at the next generation of prospective clients.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.