Financial Planning for a New Generation
Episode 23, part 2 from SBR’s ‘The Growth Workshop Podcast’
22 min podcast
About this episode
Rebecca Williams, divisional lead for financial planning at Rathbones, explores how financial advice is evolving for younger generations. She shares candid insights on industry challenges, the importance of authentic client relationships, and the role of technology in retention. Listeners gain a fresh perspective on bridging generational gaps, fostering diversity, and building trust in a rapidly changing financial landscape.
Available anywhere you usually listen to podcasts
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