How should financial advisors adapt to Gen Z’s money mindset?

Tagged: InvestingTrends, MillennialMoney, personalfinance

This topic has 1 reply, 2 voices, and was last updated 1 month, 1 week ago by Adrian Scott.

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- September 22, 2025 at 1:24 pm #1040
  
  Daniel Hughes
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  Every generation has its own way of looking at money. For Gen Z, it’s less about “retire rich at 60” and more about flexibility, financial independence, and living well today. They grew up with apps, side hustles, and a different sense of risk compared to their parents. This makes me wonder are financial advisors truly speaking their language? How should advisors adapt to meet Gen Z where they are?
- September 26, 2025 at 5:32 am #1063
  
  Adrian Scott
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  Gen Z prioritizes flexibility, financial independence, and living well now over traditional retirement goals. Financial advisors often miss this, sticking to outdated models. To connect, advisors should embrace digital platforms, simplify jargon, and focus on short-term goals like side hustles and debt management. Offering personalized, app-friendly advice that aligns with Gen Z’s risk-tolerant, tech-savvy mindset is key.
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