Reaching New Demographics – How do I reach a younger/ different demographic?

The Marketing Matters: How Do I Reach a Younger/Different Demographic? webinar, presented by marketing strategist Lissa McPhillips, offers brokers practical insights into connecting meaningfully with emerging client segments who approach financial decisions differently than traditional audiences. Lissa will examine the distinctive values, communication preferences, and financial priorities of Millennials and Gen Z, highlighting the fundamental shifts in their expectations from  service providers.

Attendees will discover effective multichannel approaches for engaging these demographics, including digital-first communication strategies, authentic brand positioning, and content formats that resonate with younger consumers. The session explores how brokers can adapt their value proposition and service delivery to address the unique financial challenges facing younger generations, from student loan management to sustainable investing preferences and digital asset considerations.

Through actionable frameworks, Lissa demystifies demographic targeting and provides brokers with practical tools to authentically expand their client base while remaining true to their core expertise and business model.

This webinar is supported by

Please note that no CPD will apply for this presentation.