Gen Z And Millennials Ditching Big Banks
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Gen Z And Millennials Ditching Big Banks
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About this listen
In this episode of Finance Village Sheldon and Seun address why younger generations—Millennials and Gen Z—are losing trust in traditional banks and turning to independent advisors for a different approach to Investing and Finance than their "Parents" Banks
- The psychology behind the shift from big banks to independent advisors.
- Strategies for advisors to connect with younger clients, including digital tools and family-centric planning.
- Practical ways to enhance your digital presence, improve client engagement, and build trust across generations
Connect with us!
https://financevillage.ca
https://pocketfinance.com
https://linktr.ee/questorpods
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