13 min
The Millennial Millionaire: What Financial Services Companies Should Know BeyondMeasure by Burke, Inc.
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- Marketing
Burke recently conducted a study to gain deeper insights into an often-overlooked, yet rapidly growing, demographic – Millennial Millionaires (MM).
Join Fred Gaudios (VP, Client Services) as he discusses key insights from this research with host John Thomas (CCO).
Why study Millennial Millionaires?
Over 600,000 MM in the US in 2019 – likely a much larger group today
May differ from traditional 401(k) millionaires, often opting for diverse investments like businesses and cryptocurrencies
Poised to significantly influence markets
Often overlooked in millionaire surveys
As this demographic continues to grow, financial services companies will need a better understanding of the needs and behaviors of this emerging, influential group.
For more information on this latest R&D study and our complete findings, reach out to: info@burke.com
Burke recently conducted a study to gain deeper insights into an often-overlooked, yet rapidly growing, demographic – Millennial Millionaires (MM).
Join Fred Gaudios (VP, Client Services) as he discusses key insights from this research with host John Thomas (CCO).
Why study Millennial Millionaires?
Over 600,000 MM in the US in 2019 – likely a much larger group today
May differ from traditional 401(k) millionaires, often opting for diverse investments like businesses and cryptocurrencies
Poised to significantly influence markets
Often overlooked in millionaire surveys
As this demographic continues to grow, financial services companies will need a better understanding of the needs and behaviors of this emerging, influential group.
For more information on this latest R&D study and our complete findings, reach out to: info@burke.com
13 min