Adapting Financial Advising for New Generations

This chapter explores the shifting dynamics in financial advising prompted by demographic changes, particularly the rise of younger clients and baby boomers approaching retirement. It highlights the importance of adapting services and team compositions to meet the preferences of younger generations, particularly women, and emphasizes leveraging technology to foster authentic connections. Ultimately, it addresses the evolving nature of financial discussions and the necessity for advisors to embrace change in their practices to remain relevant in a modern, tech-savvy landscape.