CFA UK Episode 75: The financial advice gap
Oct 16, 2024
Fleur Iannazzo, CFA charterholder and founder of WTF Money, dives deep into the financial advice gap that affects many individuals, particularly women and minorities. She shares her personal struggles with financial anxiety and advocates for inclusive financial coaching. The discussion emphasizes the importance of financial education in promoting overall well-being and the role of businesses in driving cultural change. They also highlight the benefits of disciplined spending and long-term investments as keys to financial success.
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Fleur's Financial Anxiety
- Fleur Iannazzo discusses her personal experience with financial anxiety as a business owner.
- This led her to seek a more stable role and explore financial well-being.
Financial Advice Gap Paradox
- The financial advice gap affects those who need it most, especially lower to middle-income individuals.
- This group often lacks access to or cannot afford traditional financial advice.
Empowering Financial Decisions
- Empower individuals to make sound financial decisions by fostering a supportive culture.
- Move away from the expectation that individuals can manage finances without support.
