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Talk Your Book: How Public’s Winning the Great Wealth Transfer

Animal Spirits Podcast

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Navigating the Great Wealth Transfer: Impacts on Financial Relationships and Advice

This chapter explores the impending wealth transfer from older generations to younger clients, focusing on the evolving dynamics of client-advisor relationships. It highlights the increased financial literacy of younger individuals and their growing skepticism towards traditional financial advice as they turn to alternative methods, including AI for managing their inherited wealth.

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