Name: How Finance 101 Seminars Help Advisors Connect With Clients’ Children
Uploaded: 2025-08-28T15:00:00Z
Duration: 1 min 19 s
Description: “Typically, I say, please don’t invite your parents,” says Emily Malone, a financial advisor at Wells Fargo. “The feedback that we get from the parents after the kids go back and relay the messages has been outstanding.”

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“Typically, I say, please don’t invite your parents,” says Emily Malone, a financial advisor at Wells Fargo. “The feedback that we get from the parents after the kids go back and relay the messages has been outstanding.”

https://m.wsj.net/video/20250826/0fffd1a0-415b-46be-8893-f83350a25d02/1/hls/manifest-hd-wifi.m3u8

How Finance 101 Seminars Help Advisors Connect With Clients’ Children

One thing that I have done is, I have offered Finance 101 seminars to all of our client's children, sometimes that's on Saturday mornings, sometimes that's in person, whenever it works for their schedule, and it's been a really great way to connect with that group, and typically I say, "Please don't invite your parents, I want it to just be us," so they feel comfortable having an honest conversation with me. Something I really find often is that this next generation of this multi-generational wealth group feel a lot of pressure from, I don't know if it's their parents or what they put on themselves to know and understand this world. I think they feel the weight of the responsibility of what's gonna be coming to them, and sometimes that means they're afraid to admit that they don't know the basics. So a lot of times what we talk about are things like, how does a credit score work? When should you get your credit card? Well, how does budgeting work? 'Cause there's so many different ways to build a budget, and what works for you? And you can see the light bulb sort of go off in their mind and really resonate with them, and that's been a huge value-add, the feedback that we get from the parents after the kids go back and relay the messages has been outstanding, and prior to me being on the team, that's just something we didn't have the resources to do.