When it comes to staying in touch with younger investors, face-to-face or phone contact trumps social media outlets like Facebook, Twitter or LinkedIn.
That, according to a new survey from Merrill Lynch Private Banking & Investment Group, is just one of the findings that financial advisors need to keep in mind when looking to attract and keep clients in their 20s and 30s. Titled Young High Net Worth Insights, the survey reached out to 153 investors between 18 and 35 with more than $1 million in investable assets.
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