Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.
Millennials may be the most important demographic in the marketplace today—and the most misunderstood. However, because of their size (85 million) and spending power ($1.3 trillion), the Millennial generation is already reshaping the marketplace and will continue to do so for years to come. In the first part of this illustrated report, you’ll discover how to reach this important business segment and how to get their business.