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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
2025/7/3
Barron's Advisor
R
Ryan Moran
Ryan Moran: 我认为，对于年轻投资者来说，获得优质的理财建议至关重要。他们渴望得到专业的指导，而不仅仅是依赖于应用程序或算法。作为一名理财顾问，我深信人与人之间的交流是无法替代的，尤其是在市场波动时，人们更倾向于向信任的人寻求帮助。现在有很多AI工具，但我认为在关键时刻，人们还是需要与人交流。我发现很多年轻投资者容易受到网络信息的影响，虽然这些信息不一定都是错误的，但专业的理财顾问团队可以为他们提供定制化的建议，帮助他们制定合理的财务计划，这对于他们来说非常有价值。因此，我认为理财顾问与年轻投资者合作存在着巨大的机会。
Deep Dive
Many young investors believe they can manage their finances without an advisor, relying on robo-advisors or 401(k)s. However, personalized advice and human connection offer significant value, especially in navigating online influences and creating custom financial plans.
- Young people lack access to good advice and quality service.
- Human interaction is superior to AI or algorithms, particularly during financial uncertainty.
- Many young investors are influenced by online information, which may not always be accurate or suitable for their needs.
Shownotes Transcript