How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)
The Great Wealth Transfer of over $100 trillion to younger generations in the next 25 years presents a massive opportunity for financial advisors, but only 19% of heirs plan to stay with their parents’ advisor, signaling a critical need for advisors to evolve. Success will depend on emoti
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
David Blanchett
roundtable on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Research & Papers
Topics
Listen to This Episode
More from Odd Lots
Cullen Roche on the Art of Building a Perfect Portfolio
Ray Dalio on the Five Forces That Make This a Historical Moment
Cliff Asness on How Markets Got Dumber in the Last 10 Years
BlackRock's Rob Goldstein on the Next Megatrends in Finance
Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued
Scott Bok Explains What Investment Bankers Actually Do All Day
Related episodes
From other shows on similar topics.
Dad, where’s my inheritance?
Today, Explained
Stop Giving Away Your Control
The Ramsey Show
He Made the Rich Richer for 20 Years. Then He Walked Away | Ep. 438 with Christopher Mackin WELLTH Advisor
Founder's Story
How Creators Monetize Their Fanbase in 2026 and Beyond 🛒 E167
The Money Mondays
How to Build Real Wealth From Nothing (The System a $600M Manager Actually Uses)
The Vault Unlocked
Money Expert: Buying A House Is A Mistake! Becoming Rich is Simple But You Won’t Do It!
The Diary Of A CEO with Steven Bartlett
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.