Citywire The Advice Show

'Everyone was 40 years older': NextGen adviser on educating Gen Z

Loading player...
In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney.

The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap among young people.
3 Dec 2021 English United Kingdom Business · Investing

Other recent episodes

Gary Abela: AI is putting pressure on advice valuations

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…
25 Jun 29 min

The Advice Show: Chris Jones

Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice. 
24 Apr 33 min
All episodes