Advising The Generational Divide
November 17, 2020 by Kevin Hogan
Younger generations have been tech-savvy for most of their lives, a fact that may lead some to believe they prefer to rely on technology for financial advice. That’s not, however, always the case.
Even as technology and digital planning tools become increasingly integrated across financial services, millennials and Gen Xers crave something more from their financial professionals. Yes, they want financial expertise—this will always be paramount—but they also want to build a personal relationship with their advisor through which they can gain access to information and resources touching on a broad—and perhaps unexpected—range of topics.