ThinkAdvisor

4 Millennial Traits Every Advisor Should Leverage

By Elisa Garcia, Business Development Manager at Betterment for Advisors.

Several studies have been done that dig deeper into the motivations and behaviors of this generation, and the results may surprise any financial advisor who thinks the door to millennials is all but shut. Here’s a look at some characteristics unique to millennials, and how advisors can modify their approaches to align more closely with them.

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This article originally published October 24th, 2018 on ThinkAdvisor.

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