Gen Z And Millennials Ditching Big Banks

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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

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