The Great Wealth Transfer | Winning the Next Generation

Younger investors value more than just returns—they want meaningful relationships, seamless technology, and personalized guidance. In this episode, we explore how financial advisors can build deeper connections, engage the next generation, and leverage technology to enhance (not replace) the client experience.

Special guest Michelle Greive shares insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance. Whether you're looking to future-proof your practice or strengthen multigenerational relationships, this conversation is packed with actionable takeaways.