Dawn Hyams: Millennials - willing to learn but nowhere to turn

Failing to engage millennials a missed opportunity

clock • 6 min read

The investment and advice sectors must stop putting millennials in the 'too difficult' box, writes Dawn Hyams - after all, in a few years' time, these savers will be their core clients

In a connected age, where the quality of the customer experience has become increasingly important across sectors, the financial industry faces a challenge - though also an opportunity - in engaging the next generation of clients. Many other consumer-focused sectors have been developing greater client interaction and engagement through digital channels and the financial organisations that do this best will likely benefit most from an increasingly digitalised client base. Recent consumer research with more than 2,000 end-investors, conducted by The Wisdom Council and delving into the s...

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

Advisers urged to prioritise mindset over products in retirement planning

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Sahar Nazir
clock 02 May 2025 • 1 min read
PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

PA360: 'Clients crave certainty, not solutions' – advisers urged to listen harder

‘Are you really listening to your clients?’

Sahar Nazir
clock 02 May 2025 • 2 min read
PA Asks: Should the cash ISA limit be cut?

PA Asks: Should the cash ISA limit be cut?

Plus, which business leader inspires you, redundancy cover and NFTs

Professional Adviser
clock 02 May 2025 • 1 min read