Are you keeping up with the next wave of investors?
Millennials and Gen Z aren’t just investing to grow their wealth. They’re committed to making a positive impact through their investments.
As a wealth manager, family office, or registered financial advisor, you’ll have to recognize that these younger generations prioritize philanthropy alongside profitability.
If you’re not offering sustainable and impact investment options, you might be missing out. We don’t want that!
These investors are looking to blend financial returns with meaningful social outcomes. Naturally, they expect their advisors to support them.
Estate planning with these values in mind is not just wise; it’s central to attracting and retaining forward-thinking clients.
Don’t risk being left behind.
Take our 7-question quiz now to see how well you understand and can meet the needs of Millennial and Gen Z investors.
We’re here to make sure you’re not leaving money on the table!
Our partner platform Supervest offers small business finance notes to accredited investors.
These notes can be a great way to potentially grow your wealth while supporting local businesses.