The Show Must Go On - talking to the next generation
Автор: Philip James Independent Financial Advice
Загружено: 2025-08-01
Просмотров: 78
This week, we went to see 70s popstar Leo Sayer—he’s 77 and still going strong! It got us thinking about age, especially in the world of financial advice. Did you know that over 70% of our clients are over 60? It’s a trend that reflects the industry as a whole, but it raises an important question: how are younger generations going to build wealth for the future?
In this video, we dive into:
Why financial advisers often serve older clients
The challenges younger generations face with saving and pensions
How advisers can adapt to help the under-50s
The importance of engaging with the next generation of savers
Practical steps for younger clients, like workplace pensions, ISAs, and life insurance
Whether you’re just starting out or planning for the next generation, financial advice is more important than ever. Let’s rethink how we can help every generation build a secure financial future.
💬 Join the conversation in the comments!
📞 Talk to us or a financial adviser today.
#FinancialAdvice #WealthManagement #SavingForTheFuture #GenerationalWealth #FinancialPlanning #Pensions #ISAs #LifeInsurance #MoneyMatters #FinancialFreedom
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