Q&A: "I'd like to be a financial advisor for Gen Z…"
This Gen Z listener wants to become a financial advisor for her generation. How can she build her authority and platform?
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The rules of personal finance haven't been updated in decades. Today's listener wants to become a financial advisor for her own generation.
Hey Chris, this is Lisa, and though I'm not a Certified Financial Planner, I am good at helping people with money, and I'm thinking it could be a good side hustle. Everything seems focused on millennials these days, but Gen Z is coming up right behind. I want to focus my coaching or advising specifically on this market. Their needs are different, and they definitely don't speak the same language as millennials or boomers. What's the best way to proceed?
My first thought: TikTok is the way to build an audience — and then you package your knowledge into a course. Think of "Miss Excel," the spreadsheet instructor earning multiple six figures a year selling courses for $297 and up, using social media as her lead generator.
You could follow a similar model with coaching, but imagine how much more work that would be. One-on-one coaching hits a rate-limiting factor in how many people you can serve, while a course lets you sell a dozen at a time. Build the authority, then scale it.
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