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The Great Client Transfer

Bloomberg Media Studios, Prudential Financial 1 Episodes Jul 20, 2026

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.

Episodes

How Financial Advisors Can Grow During the Great Wealth Transfer Jul 20, 2026 00:17:45 Over 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

The Great Client Transfer

Episodes

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