CE WEBINAR: Preparing Financial Advisory Firms for the Great Generational Wealth Transfer



Preparing Financial Advisory Firms for the Great Generational Wealth Transfer


The greatest wealth transfer in history is underway as aging generations pass on their assets to their younger heirs. Cerulli Associates estimates that nearly 45 million U.S. households will transfer more than $68 trillion over the next 25 years. 

These tech-savvy younger wealth owners have vastly different values, interests, expertise, retirement goals, and investing mindsets than their predecessors. This webinar helps financial advisors navigate these generational differences, which are intensified by technological advancements, so that advisors are able to maintain legacy accounts and better support their future client base.  

Participants of this webinar will gain:

  • An in-depth understanding of the goals, priorities and investing mindsets of younger generations;
  • A firm grasp of how technology and data will reshape the financial advisory firm of the future.
Adrian Johnstone

Presented by Adrian Johnstone
President & Co-founder of Practif

Adrian has over 20 years experience helping advise businesses of all sizes leverage technology for growth. A regular presenter at industry events in Australia and United States, Adrian offers deep insight into the technology needs of advisors. Adrian owns Practifi’s go-to-market strategy and direction globally.

Dara Albright

Moderated by Dara Albright
Co-founder of DWealth Education

Dara Albright is an accomplished fintech pundit and host of the DWealth Muse podcast, a weekly podcast that bridges the knowledge gap between conventional and modern finance. She is also the co-founder of DWealth Education, an EdTech platform offering incentivized learning for financial professionals, business executives & modern-day “investumers” (investors/consumers) as they seek to understand the monumental impact that fintech is making on financial services, businesses & economies.

*Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.