Broker-dealers will have to step up their efforts as millennial advisors use technology, online meetings, and financial planning tools to reach out to their clients. (Photo: Shutterstock)

Millennial advisors are weighing in on financial planning services more heavily than their elders in the business, and their reliance on such offerings for their clients will likely make broker-dealers and support providers have to up their game as well.

So says a report from Cerulli, which highlights just how great the difference is between millennial advisors and either GenX or boomer advisors.

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