How Advisors Should Talk to Millennial Clients If You Want Them to Listen To You

Wednesday, August 1, 2018

4:15 PM EDT | 1:15 PM PDT

60 minutes

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The fact that millennials are the next generation of wealth is well-documented. What remains to be explored, however, is how advisors can best design their practices to communicate with Millennials as clients. Using the right words is an important part of reaching this population. Advisor language has typically been dry, impersonal, and full of cliché and jargon. This has to change if advisors want to retain assets and succeed with intergenerational wealth transfer within their books of business. If not, fee compression and roboadvisors pose a very large competitive threat.

This seminar will teach advisors what they need to know about how to communicate effectively with Generation Y. It will cover:

  • The buzzwords that been commonly used in the past but won’t work with Millennial clients and should be avoided. 
  • Terms and phrases that Millennials are more open to hearing, and that advisors should integrate into their communications with clients
  • The tone and voice that advisors should use when communicating with Millennials
  • What body language, office design, and choice of apparel (tie or no tie?) say that words never could
  • Client follow up strategies using digital communication that will be more effective than ones of the past

Sara Grillo, CFA, will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.


CE Credit 

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire LIVE session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit


Sara Grillo, CFA Headshot

Sara Grillo, CFA

Sara Grillo, CFA, is a top financial writer with a focus on marketing and branding for investment management, financial planning, and RIA firms. Prior to launching her own firm, she was a financial advisor and worked at Lehman Brothers. Sara graduated from Harvard with a degree in English literature and has an MBA from NYU Stern in Quantitative Finance.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.