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From research to reality: How Dawn Thomas aims to transform super for Generation Z

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Manage episode 441736342 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z’s initial experience with superannuation, and the heavy workload of pursuing her research while balancing work and family obligations.

She also shares why she believes that combining her academic background with her practical experience will enhance her expertise and help improve financial literacy among younger individuals, ultimately fostering greater engagement with the superannuation system.

Listen as they discuss:

  • The sacrifices she’s making to complete her PhD.
  • Advisers’ struggle to be viewed as a profession.
  • Improving people’s engagement with their super, and more.
  continue reading

269集单集

Artwork
icon分享
 
Manage episode 441736342 series 2512387
内容由The ifa Show and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 The ifa Show and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z’s initial experience with superannuation, and the heavy workload of pursuing her research while balancing work and family obligations.

She also shares why she believes that combining her academic background with her practical experience will enhance her expertise and help improve financial literacy among younger individuals, ultimately fostering greater engagement with the superannuation system.

Listen as they discuss:

  • The sacrifices she’s making to complete her PhD.
  • Advisers’ struggle to be viewed as a profession.
  • Improving people’s engagement with their super, and more.
  continue reading

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