The Great Client Transfer
Bloomberg Media Studios, Prudential Financial
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This podcast discusses the coming transfer of more than $100 trillion between generations, one of the largest wealth shifts in history. It offers financial advisors research-backed insights and practical guidance for preparing their practices and careers during this period. The roundtable conversation, produced by Bloomberg Media Studios and Prudential Financial, gives clear perspectives on the challenges and opportunities ahead. It is designed for both new and established advisors considering their next moves.
Episoder
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How Financial Advisors Can Grow During the Great Wealth Transfer 20.07.2026 17minOver the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial this roundtable discussion provides clear and honest perspectives on the changes that are coming.
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