PA360 North: 'Don't adopt biases' on millennial clients

To engage next generation

Sophie King
clock • 1 min read

Capturing the next generation of clients will not happen simply by putting a "millennial adviser" within a business, Schroders director of intermediary solutions Gillian Hepburn told delegates.

Speaking at Professional Adviser's flagship northern conference PA360 North in Knutsford, Hepburn (pictured) told delegates to think more creatively when considering how to engage and work with the next generation of clients. She told advisers to think about whether they understand the next generation and, if not, how they might be able to implement new strategies within their businesses to ensure they do. Consider technology to understand the next generation, she suggested, or consider bringing in a client's children and engaging them in a "fun way".  "Don't adopt biases on the ne...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Barclays and AJ Bell eye targeted support offerings

Barclays and AJ Bell eye targeted support offerings

Exclusive: Firms waiting for FCA approval

Sophia Panayi
clock 08 July 2026 • 2 min read
CII launches vulnerability data sharing taskforce

CII launches vulnerability data sharing taskforce

Established three working groups

Sophia Panayi
clock 08 July 2026 • 2 min read
UK financial services M&A outpaces global deals in H1 as value surges eightfold

UK financial services M&A outpaces global deals in H1 as value surges eightfold

EY analysis

clock 07 July 2026 • 2 min read