With an estimated £5.5 trillion of family wealth set to be transferred in the UK over the next three decades, today’s millennials, often caught between raising children and looking after parents, are poised to become the richest generation in history.
Despite this, many FS businesses are yet to grasp the nettle and put significant investment into reaching those who will be their most valuable clients in just a decade or so. They are struggling to communicate and build relationships with this generation and younger GenZ investors. In fact, research suggests that up to 50% of young people who inherit wealth will leave their parents’ financial advisors and vanish to a friend of a friend who seems to be playing a better game.
This session will shed insight for businesses on both the methods of reaching Millennials and Gen Z and the messages that will get and retain their attention.
Speakers:
- Fred Kermisch, Sales Coach for Private Bankers & Investment Managers
Fred Kermisch is an specialist sales coach for elite private bankers across major European, Asian and Middle Eastern financial centres. He has created a coaching system, that combine academic and psychological research to help clients achieve tangible and measurable outcomes. He now assists clients who want to increase their AUM and will highlight key considerations for building relationships with younger audiences. - Eliza Filby, Sunday Times Best-Selling Author
Eliza Filby, Award-winning speaker and author of the Sunday Times’ bestseller ‘Inheritocracy – it’s Time to Talk About the Bank of Mum and Dad’ which covers generations, work, wealth and family will discuss understanding Gen Z and Millennial Financial Behaviours - Rachel Murray, Business Development Director, Fountain Partnership
Rachel Murray, Business Development Director at the award-winning digital media agency Fountain Partnership and responsible for helping brands understand the value of outcome-focused strategies and how to improve their return on investment from digital marketing looks at digital marketing strategies to retain young investors.
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