New trends all financial advisors need to know to win millennial clients – Vise – 9.20.21

October 16, 2019

Overview:

Title: New trends all financial advisors need to know to win millennial clients

Date: Monday, September 20, 2021

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand. Nearly 618,000 millennials are millionaires, and they’re only getting richer. Cryptocurrencies, IPOs, and a $68 trillion generational wealth transfer are all contributing to one of the most affluent generations of our time. Yet, despite their wealth, they are often ignored by the broader financial advisor community. The truth is traditional assumptions about millennial finances don’t reflect today’s reality. Most millennials prioritize financial freedom and want to plan for their future. Failure to recognize millennials puts financial advisors at risk of missing out on the next generation of wealth. Join Vered Frank, from Vise, and Ted Marzilli, CEO of YouGov, as they share how financial advisors can take advantage of the new trends in millennial investing. You’ll learn:

What millennials care about and how to align your firm with their top priorities.
Why it’s not just about max returns. What investment options you need to win them over.
Where they go for financial and investment advice and how to be a trusted source.

Speakers:

Vered Frank Head of Product Marketing Vise

Vered Frank is the Head of Product Marketing at Vise. Vered has over 15 years of financial strategy, product and marketing experience – shaping, refining, and driving the adoption of 40+ consumer-facing financial products and services in the IBD, Direct, and Brokerage channels. Prior to joining Vise, Vered spent 8+ years at Charles Schwab in a variety of product and marketing leadership roles including leading product marketing for Charles Schwab Bank.

Ted Marzilli CEO YouGov

Ted Marzilli is the CEO of YouGov Direct, YouGov’s innovative, consent-based research and advertising platform. Underpinned by blockchain technology, it enables consumers to take control of their personal data and to gain appropriate compensation for it. In return, clients gain access to a granularly permissioned platform to target the right audience with research, messaging, advertising and direct-mail type offers. He has 20 years of experience in the market research, media and CPG industries.

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