Navigating the Great Wealth Transfer

Effectively Communicating with Every Generation

Over the next 30 years, trillions of dollars in assets will transfer from the hands of the Silent and Baby Boomer generations to Generation X and Millennials. Some have estimated the total number of assets to be about $68 trillion. In the coming decades, the younger U.S. generations will need advice on how to leverage their inherited assets into sustained wealth. Because of this, it’s important for financial advisors to know who they’re communicating with and how to communicate with them the right way.



Back to Practice Insights

Back to Advisor Recruiting