New research on marketing financial services to Millennials has found that the industry “keeps getting it wrong.” The Investing in Millennials survey, conducted by Zaptitude, reveals that the financial services sector is always “leading with the least relevant and least interesting things” to younger investors. When asked, the researchers of the survey found that young consumers are surprisingly looking for more human connection and most respondents also stated a preference for humor to come with their financial advice. (Independent Financial Advisor)
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