

Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker
28 snips Apr 29, 2025
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Serving Next-Gen With Dedicated Offering
- Firms often try to serve next-gen clients as heirs of retirees but miss meeting their unique needs.
- Building a dedicated offering for younger clients drives meaningful growth within traditional firms.
Two Divisions for Different Client Needs
- Drucker Wealth has two divisions: retirees and Wealth Builder for mid-career professionals.
- The Wealth Builder division focuses on comprehensive planning for high-income families in their 30s-40s.
Wealth Builder Is Growing Division
- Wealth Builder clients represent about 275 families and $170M AUM.
- They rapidly grow but generate a smaller revenue share than the retirement division, which dominates overall revenue.