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What Do Millennials Expect From Financial Advisors?

As a financial advisor, do you have the correct processes and systems in place to attract, retain and serve millennials?

The new white paper series, Engaging Millennials, provides financial advisors with the solutions to the millenial mentality by delving into the minds of the generation that has always had the Internet.


Partnering with the highest-rated independent boutique firm* comes with many advantages. Summit’s transformational advice-centric experience doesn’t just make it easier for you to find personalized solutions for your clients—it allows us to find personalized solutions for you.

*Summit was the Highest Rated Independent Broker-Dealer among firms with under 1,000 advisors on WealthManagement.com's 2016 IBD Report Card. Our award-winning transition process received top honors in the transition support category at the 2016 WealthManagement.com Industry Awards, and is your introduction to our culture of the highest standard in service. Here, you’ll have the support, services, products and technology you need to build a successful business. We understand that servicing your clients is the most important thing to you, and servicing you, as our client, is the most important thing to us.