Transforming Trust in Modern Financial Planning: The Human Factor and Other Strategies

Martin Booker
Program Manager
AARP

Economic stress, generational wealth transfer, and shifting demographics are increasing the need for a human touch in financial planning services. But how can we bridge the gap between the financial industry and its clients? We met with Kevin Keller, Kamila Elliott, and Martin Booker to rethink the humanization of money management with the power of trust, customization, and accessibility.

Mike Dabadie shares how different factors — persistent economic stress, upcoming generational wealth transfer, and demographic shifts among Gen Z — are reshaping the financial landscape.

Kamila Elliott talks about the importance of having an empathetic, human-centric connection in financial services to build trust.

Martin Booker explains how important it is to have human-centric messaging around financial services, because personal finance is personal, so a one-size-fits-all approach will never work when it comes to financial services. 

Kevin Keller talks about the demographics of the financial services landscape and how they’re working to create a more diverse industry.

OUR THINKING: Transforming Trust in Modern Financial Services