Retirement Advisors: Reaching millennial clients

Reporter: David LaMartina

Publication: ThinkAdvisor


Deadline: Apr 11, 2017 7:00 pm

This story will be featured in a new, retirement-focused
sponsored section of Nationwide’s ThinkAdvisor website. The new section will be similar in content to the previously featured Retirement Wire: Retirement-focused financial advisors tend to spend most of their time helping Baby Boomers and older generations, who are either retired or planning to retire soon. But what about Millennials, a generation entering the professional workforce in droves? Is Generation Y a relatively untapped market for retirement planners, and if so, how can advisors appeal to them? This article will touch on some strategies for marketing to – and helping – people in the 20-35 age range. What are the biggest challenges among Millennials – student debt, financial illiteracy, etc.? Are most of them planning for retirement at all, and if not, where should they start? What are some common misconceptions that, if cleared up, would allow advisors to better serve these clients? Requirements: I’d like to interview one or two financial advisors who have specifically dealt with retirement planning for Millennial clients.

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