Financial Advisor: Is Your Firm Ready to Ride the Inheritor Wave?

Executive Director of Wealth Strategy Jeff Brooks and Executive Director of Practice Management Bryan Powell talked to Financial Advisor about how over the next 20 years, an estimated $124 trillion will move from aging clients to their heirs, a demographic that looks and thinks very differently from the investors advisors have served for decades. This isn’t just a numbers game; it’s a cultural and strategic transformation. Firms that fail to adapt their service models, communication strategies, and digital capabilities risk losing the next generation of clients before the handoff even begins.