#481 Kylie Denton

Mar 5, 2025

Kylie Denton, Founder and Director at Performance Advisory Group, shares insights on intergenerational wealth transfer and the evolving communication strategies needed in financial advising. She discusses the $435 billion transition of wealth expected over the next decade and the importance of understanding the unique values of Baby Boomers to Gen Z. The conversation also highlights the need for mental health support and education for the emerging workforce, aiming to create a more inclusive and supportive financial planning environment.

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Intro

00:00 • 2min

The Impact of Personal Loss on Career Path in Financial Services

01:41 • 3min

Navigating Leadership Challenges in Financial Planning

05:01 • 4min

Generational Wealth Transfer: Navigating the Dynamics

08:46 • 29min

Navigating Workforce Expectations: Diversity, Inclusion, and Mental Health in Financial Planning

37:21 • 2min

Understanding Gen Z's Financial Needs

39:03 • 8min