The Next Generation of Wealth

Описание: Navigating the Great Wealth Transfer: What the next generation expects from financial advisors—and how families can prepare heirs with clarity, communication, and education.

In this episode of Pocket Pundits, host Matt Pappas (Cottonwood Wealth Strategies) and guest R. Scott Victoria, COO at TradePMR, explore how trillions moving from Baby Boomers to younger generations are reshaping advisory relationships. We cover personalization, technology, client experience, and simple, practical steps families can take to set guardrails for an inheritance.

They Discuss:
• Why next-gen clients value speed, clarity, and proactive planning
• How personalization and transparent communication build trust
• Where education closes gaps and reduces anxiety from social media noise
• How modern technology supports better client experiences at scale
• A simple one-page plan and 90-day family playbook to get organized

Chapters
00:00 The Great Wealth Transfer
02:19 Next Generation Expectations
06:33 Bridging the Communication Gap
11:14 The Role of Technology in Financial Advisory
17:05 Education and Inheritance Preparation
22:35 Practical Steps for Families
29:59 The Future of Financial Advisory

Guest: R. Scott Victoria, COO, TradePMR
Host: Matt Pappas, Cottonwood Wealth Strategies