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Platinum Launching a Millennial Strategy 9.12.16

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Transcript of Platinum Launching a Millennial Strategy 9.12.16

MILLENNIAL STRATEGY
LAUNCHING A
SECTION 1
KNOW WHO MILLENNIALS ARE




SECTION 2
APPEAL TO CLIENTS' CHILDREN




SECTION 3
HIRE MILLENNIAL ADVISORS

KNOW WHO MILLENNIALS ARE
DEMOGRAPHICS
CHARACTERISTICS
FINANCES
MILLENNIALS FACTS
Over
80 million
people in US born between early
1980s
and early
2000s

Most
diverse
generation

Largest workforce up to
75%
by
2025

$200 billion
in annual purchasing power by
2017
Digital Natives: Want to use mobile and social media
to communicate

Least-Trusting Generation: Only 14% trust Wall Street

Big On Transparency: Need to add detail here

Co-Creators: Want to contribute their opinions and perspectives

MILLENNIALS ARE
MILLENNIALS ARE
Expected to inherit more than $30 trillion in North America, over the next 30 years
.
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