Reframing The Big Fat Questions For Young Clients

6 conversation-starters that will resonate with Millennials and Gen Z

Published by Investment Executive

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next generations of clients who feel more comfortable relying on finfluencers.

The 2024 CSA Investor Index reported that 53% of Canadian investors use social media for information about money, and that number increases to 82% for investors 18–24 years old. Michelle Schriver described my presentation in a recent article.

You will recall that I previously wrote about my big fat questions and provided you with a list. However, when I considered these questions in the context of the next generations, I concluded (with the help of AI) that those questions needed adjustment. My time was limited at the FP Canada conference, so I am taking this opportunity to dig deeper.