5. Beyond Money: Building Intergenerational Financial Wellness with Theodora Lau

What if your financial advisor supported your family’s holistic health and wellness, across generations?In this episode, we sit down with Theodora Lau, influencer, serial author focused on the future of money, and founder of Unconventional Ventures, to explore how financial services can do better—not just collecting data but using it to help people live well. We talk about what real financial inclusion looks like, why aging populations are an opportunity (not a problem), and how tech can help the industry serve more people, not just the lucky few.🎧 Key Takeaways:🔹 What building your family’s future with the right financial relationships looks like🔹 How tech often excludes the people who need it most🔹 The surprising power of listening in a client’s own language🔹 What coins, credit cards, and childhood piggy banks teach us about trustMoney is a tool to support people. Systems that recognize this purpose drive the change the world needs most.Connect with us! Theodora Lau on LinkedInBanking on AIUnconventional VenturesMarla Sofer on LinkedInKnomee