How Financial Advice Preferences Have Changed Across Generations (Ep. 32)
The way people seek financial advice and consume information has changed tremendously. Are you keeping up?
In this episode of the 401(k) Marketing Podcast, Rebecca Hourihan talks about the evolution of financial advice preferences across different generations — and why an advisor’s digital presence matters more now than ever.
Rebecca discusses:
- The generational divide in financial advice preferences
- How the 401(k) industry can collectively tackle misinformation online
- Why it’s crucial to maintain an “up-to-date” online presence
- The current state of payroll integration in 401(k) plans (and where we are headed)
- And more
Resources:
- Mastering Your Money: The Importance of Financial Wellness in Today’s World with Peter Dunn aka Pete the Planner (Ep. 28)
- Your Money Line
- Enrich
- Intellicents
- SmartDollar
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
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