Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4)

What happens when you ask Gen Z why the financial advisory industry “sucks?”You get the truth, and it’s exactly what the industry needs to hear.

How do younger professionals really view financial advisors? What are they craving in a workplace, and where is the industry falling short?

In this episode, Andrew Evans is joined by Caileigh Carfang, Administrator at Rossby Financial, and Drew Keesee, Technical Liaison at Rossbyl. Together, they take an unfiltered look at what Gen Z wants from financial services, both as clients and as professionals.

Key Points:

• Gen Z perceives financial advisors as unnecessary due to the abundance of online information, yet many overlook the importance of guidance and accountability
• The financial industry often feels exclusive or intimidating to younger and less affluent individuals, especially women
• There’s a strong need for consolidation of tools and better workflow systems to reduce stress and complexity for both advisors and staff
• Over-reliance on automation and AI has led to a loss of genuine human interaction, which Gen Z values more than expected
• A shift in mindset is happening, with younger generations craving personalized advice and authentic relationships in their financial journeys
• And more!

Previous Episodes of Interest:

• Redefining Financial Services with Andrew Evans (Ep. 1)
• Lindsay Evans on Building Products People Actually Want (Ep. 2)

Connect with Rossby Financial:

• [phone]
• Website: Rossby Financial
• Website: R Office
• LinkedIn: Rossby Financial
• Instagram: @rossby_wealth

Connect with Andrew Evans:

• LinkedIn: Andrew Evans
• [e-mail]

Connect with Drew Keesee:

• [phone]
• LinkedIn: Drew Keesee
• [e-mail]

Connect with Caileigh Carfang:

• [phone]
• LinkedIn: Caileigh Carfang
• [e-mail]