adv 420 final presentation
TRANSCRIPT
Who is E*Trade?
● Online self-brokerage stock corporation, founded in 1982
● Investors are self-directed and can buy/sell bonds, stocks, etc. via electronic trading platforms or by telephone
● Current Tobin’s Q of 0.14
Who are Millennials?
● Born between the early 1980s and early 2000s● Considered to be confident, self-expressive, tolerant and
the most open to change● On track to be the highest educated generation of all
time● The “Me Generation”
Millennials and Their Money: A Love Story● Only 13% of millennials prefer to invest ● The recession has ended, but the mindset hasn’t● Now is the perfect time to buy
How to Bring Them Together
● On average, millennials spend 18 hours a day consuming media○ 71% state social media as a “top priority”
● They trust content created by their peers 40% more than traditional ads
● Involve real life millennial E*Trade members to create a relationship built on trust
Outcome of Campaign
● Raise Tobin’s Q from 0.14 to 0.25 by end of 2016-2017 fiscal year
● Lower perceived risk of investment● Begin to set millennials up for a comfortable retirement