Finance Village

Gen Z And Millennials Ditching Big Banks

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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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        Finance VillageBy Questor Media