FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC1 Cara Peck Wells Fargo Funds Management EVP & Head of Retail Distribution.

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Presentation transcript:

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC1 Cara Peck Wells Fargo Funds Management EVP & Head of Retail Distribution

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC2 Generations of Opportunity Why Do Their Differences Matter?

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC3 Traditionalists

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC4 Boomers

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC5 Generation X Source: Gen-X Professionals, Financial Services, and the Web, Celent Communications, Area of Greatest Focus for Wealth Management Services AGE AVERAGE ASSET LEVEL High Opportunity, Low Competition The Future Mass Affluent Great Xpectations for this Generation

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC6 Generation X Source: Gen-X Professionals, Financial Services, and the Web, Celent Communications. Web Is Key

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC7 Why Target the Millennials Source: Gen Y Acquisition Strategies: How to Woo, Win, and Keep Them, Javelin Strategy & Research, February Gen Y Incomes Will Outpace Boomers’ by 2018 Total Annual Income (in trillions) Millennials Baby Boomers

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC8 How to Target the Millennials Source: Developing Financial Relationships with Generation Y, Synergistics Research, October Parent/relatives Friends/coworkers Financial rep Financial planner Search engine Broker Accountant Online source Online chat Insurance agent Attorney Potential Sources of Financial Advice  They spend the most time online. Focus on Internet channels to reach this group.  Saving for the future and understanding investments are the top two financial topics that interest Millennials.  Engage parents and friends of Millennials, as they often turn to these two groups for financial advice.

FOR INSTITUTIONAL INVESTOR USE ONLY - NOT FOR USE WITH THE PUBLIC9 Disclosure Statements Carefully consider a fund's investment objectives, risks, charges, and expenses before investing. For a current prospectus, containing this and other information, call or visit Read it carefully before investing. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds ®. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company