Monthly Archives : February 2016


Attracting Millennial Investors to Your Practice

Mark Bateman - February 8, 2016

What percentage of your investor clients are Millennials?  Are you—like everyone else–trying to figure out how to increase this percentage?  There are certainly no shortage of articles or blogs that try to dissect the Millennial psyche, and a fair number that even try to analyze the Millennial bank account to determine likely investment strategies.

Unfortunately, too few look at the link between core Millennial values and the business approach financial advisors should take to work with this generation of investors. (more…)