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EP 115: Bridging the Generational Gap: Things the Next Generation of Clients Want to Talk About
As the financial industry navigates a major generational shift, advisors and clients alike are preparing for the future. With retiring baby boomers, Gen X approaching retirement, and millennials becoming increasingly influential, the Great Wealth Transfer is well underway.
In this episode, we explore what this transition means for advisors and, more importantly, how to build meaningful relationships with the next generation of clients who will inherit significant wealth in the years ahead. Host sits down with Arantxa Castelino, Digital Content & Social Media Manager at IPC Wealth, to discuss evolving client expectations, digital engagement, and strategies for connecting with future investors in an increasingly changing landscape.
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Bridging the Generational Gap: Things the Next Generation of Clients Want to Talk About
We’re in a unique time. As the baby boomers are retiring, Gen X are getting ready to hit retirement age and millennials are hitting their stride, in our business, we are seeing advisors retire and the next generation take over. Not only with advisors, but with our clients.
It’s made for some fascinating conversations that I have every single day.
On my show, I’ve talked with so many professionals at the top about succession planning and how to help those ready for the next chapter of their lives. But what about the next generation of clients - this generation that will ultimately inherit part of the “great wealth transfer?”
How can we build a better relationship with them?
I’m excited to have Arantxa Castelino, our Digital Content & Social Media Manager at IPC Wealth, joining me here at the farm today for a chat. X, welcome to the show!
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
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Cheers!
Chris
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EP 115: Bridging the Generational Gap: Things the Next Generation of Clients Want to Talk About
