Gen Z wants to access financial advice and guidance at every point along their financial journey. Whether from a qualified financial advisor via phone, in-person or remotely, a self-directed financial platform or app, or even social media, Gen Z must be allowed to select what works best for their needs.
Financial institutions and advisors must find opportunities to insert themselves into the process and provide these clients with actionable advice that builds on what they may be finding from other sources. Reaching this generation during their own critical information-gathering phase will not only help advisors validate the information Gen Z is finding online, but hopefully engage in well-timed, more in-depth conversation tailored to their questions and needs.
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