Bridging the generational divide in finance

With the financial landscape rapidly evolving, connecting with younger generations – true digital natives – is crucial for anyone looking to expand their reach in the finance sector.

According to recent research findings, 56% of those aged 18 to 25 in the US already have at least some investments. A Forbes Advisor survey also found that 79% of millennials and Gen Zers get their financial advice from social media, and are regularly seeking advice on everything from stocks and bonds to personal budgeting, passive income and reducing debt.

Hosted by Axtella in partnership with InvestmentNews, an upcoming webinar will explore the preferences, behaviours and communication styles of those entering the finance arena. The webinar will provide actionable insights to help bridge the generational divide, leveraging the tech-savviness and diverse approaches of Gen Z to financial management.

Key Takeaways Include:

• Effective Digital Communication: Explore how to craft communications that appeal to Gen Z, emphasizing clarity, authenticity, and engagement through digital platforms.
• Storytelling for Impact: Learn how powerful storytelling can forge meaningful connections and captivate the next wave of financial professionals and clients.
• Personalization and Customization: Understand the critical need for tailored solutions that meet the distinctive desires and requirements of millennials and Gen Z investors, including the benefits of embracing a fee-for-service model.

The webinar will run at 11am ET on 22^nd May. Join us to gain essential knowledge and skills that will help you effectively engage with the upcoming generation in the finance industry.

Register now to ensure your spot in this transformative webinar.