Episode 23, Part 2 - Rebecca Williams: Financial Planning for a New Generation

Podcast: The Growth Workshop Podcast · Southwestern Family of Podcasts - Southwestern Family of Companies

Opublikowano: 2025-12-12

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.