According to a recent CFP Board survey on Millennials' Financial Milestones, 43% of Millennials, those are people between that ages of 27 and 42, have a less than positive outlook on their financial situation. This is an alarming number and could be related to the job market, the barriers to entry for many careers, or, as we've previously discussed, the innate distrust between younger generations and older financial advisors.

If you're interested in adapting your practice and staying ahead in this changing landscape, schedule an appointment with Makari Group to see how we can help!

Original Survey:
https://www.cfp.net/-/media/files/cfp-board/knowledge/reports-and-research/consumer-surveys/2024-millennials-financial-milestones-survey-results_d3.pdf