Navigating the intergenerational wealth transfer

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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