• IFA: Navigating the intergenerational wealth transfer

  • 2024/12/16
  • 再生時間： 32 分
  • ポッドキャスト

IFA: Navigating the intergenerational wealth transfer

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  • In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients.

    Denton explains why financial advisers need to start thinking about how they will connect with this new generation now, as around $435 billion of wealth is set to transfer from Baby Boomers to generations X, Y, and Z over the next 10 years.

    Listen as they discuss:

    • The conversations that advisers should be having with clients and both their children and grandchildren.
    • How advisers can tailor their offerings to younger generations that communicate very differently compared with older clients.
    • The different concerns that younger clients hold, not just from a financial perspective but also on a broader level.
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あらすじ・解説

In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients.

Denton explains why financial advisers need to start thinking about how they will connect with this new generation now, as around $435 billion of wealth is set to transfer from Baby Boomers to generations X, Y, and Z over the next 10 years.

Listen as they discuss:

  • The conversations that advisers should be having with clients and both their children and grandchildren.
  • How advisers can tailor their offerings to younger generations that communicate very differently compared with older clients.
  • The different concerns that younger clients hold, not just from a financial perspective but also on a broader level.
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