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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Financial Planning: The Richest Advisors are Targeting Millennials Now

 

Financial Planning published a recent article from Jefferson National’s CEO, Mitch Caplan. In the article entitled, “The Richest Advisors are Targeting Millennials Now,” Mr. Caplan points out that the door is open for advisors to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.

Citing the findings of Jefferson National’s 2016 Advisor Authority Generational Data Book, Mr. Caplan notes that year over year the pursuit of profitability is advisors’ single most important practice management issue — and the push for new clients remains the top driver. The most successful advisors are a step ahead by focusing on this next generation of younger investors. High-earning advisors with personal incomes of $500,000 or more say that millennials are their primary target. All advisors should take note.

The article highlights data and graphs from Jefferson National’s special Executive Report, a link to the Generational Data Book, as well as a slide show about “Helping Millennials Think about Retirement,” by working with clients’ children and explaining the power of tax-deferred compounding.

Read the full article, here