While millennials in general may not be hot prospects, the young adult children of your clients are another matter. If you want to keep managing that money once it is passed to the next generation, then you need to start making millennial marketing part of your strategy.
If you would like to join IBDC-RIAC Alliance Members at the April 10, 2024 Yankees vs Marlins baseball game, Yankee Stadium 7:00 pm, please send Lilian Morvay a message at: Lilian@IBDCconsulting.com and she will send you an invitation.
The following IBDC-RIAC Alliance Members will be your hosts: