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Client acquisition strategies

The clients you serve tomorrow may have different needs from those you serve today. Below we share strategies for engaging tomorrow’s clients and growing your business for the future.

Client needs

  • 01

    Retiring investors

    51% of advisors’ clients are 60 or older – in or approaching retirement.1 They are looking for a partner to help them navigate this new world of retirement income, longevity risks and changing purpose.

  • 02

    Young investors

    Millennial wealth reached $16T in 2024,2 yet investors under age 40 represent only 11% of advisors’ clients.1 These young investors want to engage with advisors who understand their different values, fears and needs.

  • 03

    Women investors

    Women are expected to inherit $47T in intergenerational wealth from 2024-2028.3 However, they remain underserved by the wealth management industry, even as their need for financial guidance continues to grow.

Retiring investors

As your clients transition from savers to retirees, they will look to you for advice as their needs change. Build a network of trusted professionals, including attorneys and long-term care consultants, to help your clients maximize their wealth and well-being throughout retirement.
Download retiring investors guide Download retiring investors guide
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Young investors

Younger investors – largely Millennials and Gen Zers – present a significant opportunity for business growth. To better engage with these emerging investors, you will need to understand their preferences and values such as digital solutions.
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Attract young and women investors more effectively

BlackRock has partnered with Willow to help you become an Advisor for WomenTM or Advisor for NextGenTM and be introduced to new potential clients.

Learn more Learn more

Women investors

Women hold or influence about half of the wealth in the U.S.5 Many are solely responsible for their finances or the breadwinner for their family. Yet many feel patronized by advisors. Connecting with women investors – including new clients and spouses of existing clients – can help build trust and retain assets through generations.
Download women investors guide Download women investors guide
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