7 Ways To Build Your Book With Millennials And Gen Z

Use this uncertain time to shine brightly with young clients and prospects

Uncertain times give advisors, portfolio managers, insurance agents and planners an opportunity to shine with clients and prospects. In my last article, I explained a 5 step approach to help clients through difficult times. I used the example of Staminak, a 62-year-old client who was worried about whether he could retire at 65 because his portfolio and employment had been impacted by the economy and tariff turbulence. In this article, I want to cover how you can shine with younger clients, to grow your business during these uncertain times.

While baby boomers (born 1950-1961) — particularly men of that generation — have been the focus of many advisors, agents and dealers, the wealth transfer to the next generation can be a tremendous opportunity. That's particularly true when it comes to underserved Canadians.