<< Back
Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth–and wealth complexity– that requires advice and guidance from a professional.
RBC Wealth Management recognizes the growing importance of Millennials as the investors of the future. To learn more about their needs wants and desires, RBC Wealth Management recently surveyed 1,000 Millennials, including 750 high net worth (HNW) Millennials and 250 HENRY (High Earners, Not Rich Yet) Millennials to:
The data gleaned from this survey offers an opportunity to educate advisors and marketers and help them connect with this important audience. In this session, Angie O’Leary, Head of Wealth Planning, will share key survey learnings and propose strategies designed to capture money in motion.
Exploring the Millennial Mindset
$60, or complimentary with Signature or Elite benefits
Keyword(s)
RBC Wealth Management, Angie O'Leary
Millennials have surpassed baby boomers as the nation’s largest generation, numbering 72 million, and stand poised to inherit $70 trillion from their parents. Yet, some of these Millennials have already achieved a level of wealth–and wealth complexity– that requires advice and guidance from a professional.
Credit Information
1
Description
- Identify financial values, tools and resources shaping their current approach to money management
- Explore future goals for wealth development and key anticipated milestones
- Understand their pain points with managing their wealth
- Gain a fundamental perspective into Millennials’ service needs, gaps, preferences, and their relationship with money management
- Explore future goals for wealth development and key anticipated milestones
- Understand their pain points with managing their wealth
- Gain a fundamental perspective into Millennials’ service needs, gaps, preferences, and their relationship with money management
The data gleaned from this survey offers an opportunity to educate advisors and marketers and help them connect with this important audience. In this session, Angie O’Leary, Head of Wealth Planning, will share key survey learnings and propose strategies designed to capture money in motion.
Speaker:
Angie O'Leary
Head of Wealth Planning, RBC Wealth Management - U.S.
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased