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Insights on rejuvenating the Millennial conversation

InvestmentAdvisor magazine recently published some surprising results from a survey on millennials and their take on financial matters.

Most Millennial studies tell only half the story, focusing on dollars but overlooking humanity. That’s why our 2017 Millennial Survey brought the love, asking about happiness, priorities, and passions.

The results revealed a disconnect between meaning and money for this generation. The majority of Millennials:

  • Are happy and most closely associate love (not money) with happiness
  • Want to conquer their financial anxiety
  • Lack the skills to manage money confidently

The good news? This is an optimistic generation that has a problem you can help solve, and they’re ready.

Read our Findings Snapshot and start empowering the next generation of wealth accumulators today.

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