Laura Whateley at HUM London 2020
Millennials, Gen Z and Financial Education
At Humans Under Management London 2020, Laura Whateley presented on the critical need for financial education among younger generations. A journalist and author, Whateley shares valuable insights into the financial challenges faced by millennials and Gen Z.
The talk addresses the pressing question of how financial advisers can effectively engage with and support these demographic groups in navigating their financial futures.
Key Points:
- Financial education is essential for addressing the unique economic challenges faced by those under 40, particularly in light of the pandemic’s impact.
- Understanding the differences between millennials and Gen Z is crucial for tailoring advice and services to their specific needs.
- Advisers should promote open conversations about money, helping clients feel less embarrassed about their financial knowledge gaps.
- Innovative fintech solutions can empower younger clients to manage their finances more effectively and engage with personal finance topics.
Watching this video will equip financial advisers with practical strategies to enhance their client relationships and better serve the younger generations seeking financial guidance.
