The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. An emerging battleground for growth, Zoomers will soon make up 40% of the population and could become the wealthiest generation yet. 

But how can the financial services industry, more familiar with dealing with Gen-Z’s parents and grandparents, connect with this digitally native, social-media-obsessed generation? 

Are financial services ready for Gen-Z?

Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners. 

How are you connecting with Gen-Z? Tell us at upfront@iress.com. 

Get bonus content from this episode, including more from Martin plus our guide to doing social media on the upfront blog at iress.com/upfront.

The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. An emerging battleground for growth, Zoomers will soon make up 40% of the population and could become the wealthiest generation yet. 
But how can the financial services industry, more familiar with dealing with Gen-Z’s parents and grandparents, connect with this digitally native, social-media-obsessed generation? 
Are financial services ready for Gen-Z?
Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners. 
How are you connecting with Gen-Z? Tell us at <a href="mailto:upfront@iress.com">upfront@iress.com</a>. 
Get bonus content from this episode, including more from Martin plus our guide to doing social media on the upfront blog at <a href="http://iress.com/upfront">iress.com/upfront</a>.

Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3.

Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront! 

He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.

Series three is full of upfront conversations that everyone in financial services needs to hear, like:

What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority?

As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.

The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at iress.com/upfront.

Upfront is a 10-part series from Iress, the people behind the world-leading financial services software.
Find us on LinkedIn: linkedin.com/company/iress and at www.iress.com

Listen up! The award-winning, hard-hitting financial services podcast from Iress is back for Series 3.
Emmanuel Asuquo is a financial adviser, TV personality, author and now the new host of Upfront! 
He’ll be asking the questions that nobody else is asking and getting guests to drop some serious gems to help you shine.
Series three is full of upfront conversations that everyone in financial services needs to hear, like:
What do the most successful financial advisers do differently? Are financial services doing enough to help neurodiverse people? Is a fear of maths and numbers putting people off finance? Does digital transformation cause more problems than it solves? Do you have to get up at 5am to be productive? Is it getting harder to make customer experience a priority?
As always, expect honesty, expect humour. Just don’t expect it to sound like any other financial services podcast.
The first episode of Season 3 releases on Wednesday 26th June, and then every two weeks from then. Subscribe to Upfront so you never miss one. Get in touch at upfront@iress.com and visit the blog at <a href="https://www.iress.com/upfront/">iress.com/upfront</a>.
Upfront is a 10-part series from Iress, the people behind the world-leading financial services software. Find us on LinkedIn: <a href="https://www.linkedin.com/company/iress/">linkedin.com/company/iress</a> and at <a href="https://www.iress.com/">www.iress.com</a>

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