Kylie Denton

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.