How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content) | Bloomberg...

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, this roundtable discussion provides clear and honest perspectives on the changes that are coming.

Guests on the show include:

David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM

Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker

Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners

Maggie Lake, Financial Journalist

Research sources:

Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024

Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023

Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024

Prudential Communications: Global Retirement Pulse Survey, 2025

For more about this series visit us at:

See omnystudio.com/listener () for privacy information.

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