Mar ch/Apr i l 2014
CBR
COMMONWEALTH BUSINESS REVIEW
Longevity and the Power of Compounding Make Younger Investors a Unique Opportunity
A Spotlight on the Junior/Senior Advisor Intensive Program • Marketing to the Millennials: A Junior Advisor’s Game?
Are You Ready for
the Millennials?
Just 8 percent of millennials aged
22–32 work with a financial advisor.
You’re in an ideal position to help this
underserved group become the next
generation of wealthy clients.
