The top 10% of earners under age 50 represent one of the biggest opportunities to grow your practice. But these potential future clients probably don’t look or act the same as your current clients. Find out how to connect your practice with them.
Follow seven steps to connect with the Next Wave
This prospecting guide provides seven ideas to engage and grow your business with the Next Wave.
Engage on social media
Social media is an essential way to communicate with many Next Wave investors. Use our prepackaged posts to run your own targeted campaign—positioning yourself as a valuable resource for life’s many financial planning needs.
Connect with diverse investors through tailored insights
Share financial health insights specifically developed for Black/African American, Hispanic or Latino, Asian, and LGBTQ+ Next Wave Investors.
Host a seminar for Next Wave investors with these two options
An investor introduction to ESG: Seeing the World Through a Different Lens
A turnkey, 30-minute presentation that includes a jargon-free, new way of approaching ESG–a critically important, but often misunderstood, issue for Next Wave investors.
Building Generational Wealth
This investor seminar has the ability to highlight diverse investors (e.g., Black/African American, Asian, Hispanic or Latino, or LGBTQ+ Investors) at the beginning of the seminar, and then transitions to how families can build generational wealth.
Discover key insights to better serve the Next Wave
A presentation about the attitudes and needs of Next Wave investors, which are markedly different from current clients in terms of goals, communication style, and financial professional expectations.
Read our white paper to better understand the Next Wave
Access a summary of our key insights based on qualitative and quantitative research on the top 10% of earners under age 50.
Access a variety of conversation starters and financial planning checklists designed for you to use with investors, focused on the financial planning needs of the Next Wave.
Portion of clients under age 56 for financial professionals in top quartile of practice growth versus the bottom quartile.1
Time in which Next Wave inheritances will surpass those of baby boomers.2
The percentage of high-earning, nonwhite households is growing faster than high-earning white households.
Broker-Dealer, RIA and Regional Bank
70% of heirs change their financial professional when they inherit. Consider what you need to secure business for generations to come.
In 2016, women controlled more personal wealth than men for the first time in U.S. history. Open the door to a greater understanding of how to serve women investors.
1 PriceMetrix, State of Retail 2019. Age 55 is as of 2020, so defined as clients born after 1965.
2 Source: “The Future of Wealth in the United States.” Deloitte Center for Financial Services 2017.
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