Firm Offers Tools to Help Financial Planners Engage Millennials
As more and more Millennials eschew traditional financial planners to go it alone or use computer-based algorthims, Kevin Newton of Newton Impact Group LLC offers a way for financial planners to make real inroads with this demographic.
Alexandria, VA, August 27, 2014 --(PR.com)-- Financial advisors struggling to gain inroads with Millennial investors have a valuable new asset of their own in seeking to engage a demographic that values individuality as well as social good. Newton Impact Group LLC offers customized matrices that allow financial advisors to meet the needs of an affluent group that has largely ignored pursuing professional investment advice.
“Millennials need to see the value in an investment, whether it is the social good of something, or whether it is the utility of their advisor,” states Kevin Newton, Managing Director of Newton Impact Group LLC. “Until now, Millenials would compare the fees charged by an advisor with those charged by a ETF or a fund managed by a computer, and go with the cheaper option. Now what we are seeing is a run to groups that provide even a veneer of social good. However, one person’s social good is not the same as another’s. By providing a fully customized service alongside professional management, Millennials can really see the value of their investments, both in social and financial good, and how those are individualized for each investor.”
Newton is quick to emphasize that his service is not a replacement for traditional financial planners, but instead a valuable tool to help them approach clients more holistically.
For more information, contact:
Kevin Newton, Managing Director
Newton Impact Group LLC
256 493 8382
Kevin@newtonimpactgroup.com
Newtonimpactgroup.com
“Millennials need to see the value in an investment, whether it is the social good of something, or whether it is the utility of their advisor,” states Kevin Newton, Managing Director of Newton Impact Group LLC. “Until now, Millenials would compare the fees charged by an advisor with those charged by a ETF or a fund managed by a computer, and go with the cheaper option. Now what we are seeing is a run to groups that provide even a veneer of social good. However, one person’s social good is not the same as another’s. By providing a fully customized service alongside professional management, Millennials can really see the value of their investments, both in social and financial good, and how those are individualized for each investor.”
Newton is quick to emphasize that his service is not a replacement for traditional financial planners, but instead a valuable tool to help them approach clients more holistically.
For more information, contact:
Kevin Newton, Managing Director
Newton Impact Group LLC
256 493 8382
Kevin@newtonimpactgroup.com
Newtonimpactgroup.com
Contact
Newton Impact Group
Kevin Newton
256-493-8382
www.newtonimpactgroup.com
Kevin Newton
256-493-8382
www.newtonimpactgroup.com
Contact
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