We interviewed Millennials about buying investments and insurance. Here’s what they said:
5 Ways to Win My Business
1. Approach me through my parents. That’s OK by me so long as you have a product I need. I’ll still research the competition, but my parents’ recommendation means a lot.
2. Let me do this online. I want an easy-to-use online portal with 24/7 live chat support. If we never talk face to face, that’s OK. If we need to meet, try a coffee house or som...
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