The Great Wealth Transfer: Navigating Generational Change

In this eye-opening episode of The Elevated Advisor, we’re joined by Ryan Nauman to explore one of the most significant events in financial history—the Great Wealth Transfer. With trillions of dollars set to change hands over the next few decades, financial advisors have an incredible opportunity to guide clients through this generational shift. Ryan dives into the strategies, challenges, and potential pitfalls of wealth transfer, and shares how you can position yourself to help clients preserve and grow their wealth. If you're looking to take advantage of this historic moment and expand your advisory practice, this episode is a must-listen!