Turning the Page Podcast

As the wealth management industry faces a major generational transition, firms are grappling with an "Age Debt" crisis driven by retiring advisors, a shrinking talent pipeline, and the rapid rise of AI and technology. In this episode, leadership strategist and bestselling author Dan Pontefract discusses how organizations can turn the loss of institutional knowledge into an "experience dividend" by harnessing the strengths of a multigenerational workforce. Drawing from his latest book, The Future of Work Is Grey, Dan shares practical insights for leaders looking to unlock the power of experience and prepare for the future of work.

In the wealth management industry, we are seeing a major shift in our business: a large group of advisors are on the verge of retirement and a younger generation of advisors and staff are coming in to be the next generation of our industry.

It’s a tale as old as time, but this shift is quite different. With A.I, technology and not as many younger advisors and staff coming into the industry, we’ve hit an "Age Debt" crisis—a massive drain of institutional knowledge caused by an aging workforce.

Joining me today to talk about this is Dan Pontefract. Dan offers a roadmap for leaders to convert this $5.4 trillion productivity risk into an "experience dividend." He’s literally written the book on this workplace seismic age shift, “The Future of Work Is Grey,” which equips leaders to harness multigenerational talent and unlock the power of experience.

He’s a leadership and corporate culture strategist and an award-winning author with over two decades of senior executive experience at SAP, TELUS, and Business Objects. Since launching Pontefract Group in 2018, he has worked with organizations worldwide, including Salesforce, Amgen, Nestlé, Autodesk, Manulife, BMO, Nutrien, and Virgin Media O2. He has presented at four TED events and delivered over 600 keynote talks all around the world. He’s also the author of Work-Life Bloom, Lead. Care. Win., Open to Think, The Purpose Effect, and Flat Army.

Learn more about Dan at https://www.danpontefract.com/

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca

Schedule a virtual coffee with me with the form on this page.

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Cheers!

Chris

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