If you’re a financial zoomer, you’ve likely noticed the following trends: Millennials are becoming more savvy and independent, and Gen Z is fueling the disruption in financial services. The group is rapidly approaching 40% of the population and will soon be the wealthiest generation in the world. Compared to millennials, this generation has a different mindset towards money, and they’re taking the time to plan how to secure their financial future at a young age.
Many of today’s financial advisors offer a virtual service. This allows people to consult with them anytime and from anywhere. You can meet them via a Zoom meeting or through a phone call, and you can even work with a financial advisor who specializes in a particular niche market. It’s easy to see how this kind of service can help clients.