#481 Kylie Denton
Ensombl Advice Australia
00:00
Generational Wealth Transfer: Navigating the Dynamics
This chapter explores the intricacies of generational wealth transfer and the projected $435 billion transition over the next decade. It emphasizes the need for financial planners to understand the diverse values and communication styles of Baby Boomers, Generation X, Millennials, and Generation Z. The discussion highlights challenges and strategies in building trust and adapting financial practices to cater to the unique needs of each generation amidst evolving societal influences.
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