• Gen Z And Millennials Ditching Big Banks

  • Nov 26 2024
  • Length: 23 mins
  • Podcast

Gen Z And Millennials Ditching Big Banks

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  • Summary

  • 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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