Gen Z and Millennials Need Financial Advice, Too

12/04/2022 30 min Episodio 48
Gen Z and Millennials Need Financial Advice, Too

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Episode Synopsis


“I get that some advisers don't believe in [crypto]. But that doesn't mean that you don't learn about it,” says guest Treyton DeVore.AllStreet Wealth co-founders Treyton DeVore and Thomas Kopelman join “On Purpose” with Tyrone Ross to discuss advising the next generation of investors: millennials and Gen Z. This younger demographic stands apart from the older generations in their goals and interests. What should advisers need to know to best serve these clients?Crypto is a financial vehicle as much as it is an identity to some younger clients. Non-fungible tokens (NFT), decentralized autonomous organizations (DAO) and altcoins are blending finance with community in a new way to which advisers will need to adapt. The guests have developed a strategy for “meeting clients where they’re at” by integrating education into a comprehensive advising experience.-Consensus 2022, the industry’s most influential event, is happening June 9-12 in Austin, Texas. If you’re looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code ONPURPOSE15  to get 15% off your GA and Pro pass at coindesk.com/consensus2022.-This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our theme song is “Walk With Swag.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.