45岁以下的年轻财务顾问驱动着公司22%的新业务,尽管在客户采购方面的能见度有限,但业绩优于年长的同行。 Young financial advisers under 45 drive 22% of their firm’s new business, outperforming older peers despite limited visibility in client acquisition.

一项新的研究发现,较年轻的财务顾问虽然没有被广泛视为客户获取的关键,但却比年长的同龄人创造更多的新业务,45岁以下的人从新客户获得22%的收入。 A new study finds younger financial advisers, though not widely seen as key to client acquisition, generate more new business than older peers, with those under 45 bringing in 22% of their revenue from new clients. 它们也更有可能以更简单的需求为客户服务,并带来促进企业增长的新视角。 They are also more likely to serve clients with simpler needs and bring fresh perspectives that boost firm growth. 专家们说,将自己的能量与老练的专业人员配对,加强了咨询做法。 Experts say pairing their energy with seasoned professionals strengthens advisory practices. 与此同时,Aegon运动显示,没有准备的成年人对退休日益感到焦虑,这突出表明需要获得技术支持的咨询和对年轻人才的战略投资,以满足不断变化的客户需求。 Meanwhile, a campaign by Aegon reveals growing retirement anxiety among unprepared adults, underscoring the need for accessible, tech-enabled advice and strategic investment in younger talent to meet evolving client demands.