INSTANT ACCESS:

Your guide to harnessing Millennial opportunities

Catch the Millennial tidal wave

Millennials are poised to rival the assets of the Baby Boomer generation. Are you prepared to capture your share of this $30 trillion-plus opportunity?1

Convert the report findings into asset-gathering opportunities

Tap into our Essentials of Excellence® program—Evolving Your Practice for the 21st Century—to:

Learn the six key attributes that drive Millennial money decisions to help exceed client expectations.

Discover what influences Millennial behaviors so you can understand their mindset.

Get actionable ideas for adapting your business to help deliver a signature client experience.

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1. “The ‘Greater’ Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth”, Accenture, 2012.

The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.