Akquirieren, beraten, begeistern

Generation Y wants to enjoy life in the here and now. This often leads to a lack of long-term financial planning, despite the significant need for it—especially for retirement planning. Stephan Busch and Tom Wonneberger have specialized in the younger generation. They understand that this demographic needs to be approached and advised differently than all previous generations.

This book will help all financial service providers who have chosen Millennials as their new potential clients to understand, reach, advise, and engage them. Generation Y is presented in detail, explaining what characterizes this target group and what they value. Readers will learn everything essential about the business model needed to captivate digital natives, how to successfully advise and acquire them, and how to provide support after the contract is signed.

To make the book even more practical, 28 recognized industry experts were invited to share their perspectives and experiences with Generation Y. Their insights and solutions enrich the individual chapters.