Great Study from our partners at FirstHomeIQ

Subject: Key Insights from the NextGen Financial Literacy Report 2025

Hi [Advisor’s Name],

I wanted to share with you the NextGen Financial Literacy Report 2025—a study that highlights how younger generations are thinking about money, investing, and financial advice. I thought you’d find the insights particularly relevant to how you engage with emerging clients.

A few key takeaways:

• Gap in financial literacy: While most young adults express a strong interest in economic independence, many lack foundational knowledge in credit, debt management, and long-term investing.

• Trust and access matter: Gen Z and Millennials prefer approachable, tech-enabled advisors who can guide in plain language and across digital platforms.

• Opportunity for engagement: Students and young professionals are eager to learn, but they value advisors who teach as much as they manage assets. Positioning yourself as both a coach and a strategist can build long-term relationships.

I’ve attached the full report for your review. It provides valuable context on where the next generation is today—and how advisors like you can meet them where they are heading.

Would you be open to a brief conversation about how some of these insights might apply to liability management strategies we utilize with Gen Z and Millennials?

Best regards,
Todd