Building for a Generation That Wasn't Being Served - Rebecca Tai, Game Plan Wealth Advisers

Opublikowano: 2026-06-18

Most advice firms know the under-40 client exists. Few have built their entire business around them. Rebecca Tai is the co-founder of Game Plan Wealth Advisers in Melbourne, a practice she built from scratch with her business partner Alicia specifically to serve the millennial client — a cohort that the traditional advice model has largely left behind. In this episode, Rob sits down with Rebecca to unpack what it actually takes to design an advice business for a generation that thinks, engages, and makes decisions differently. They cover the origin story behind Game Plan — born not from...