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Podcast: Retirement Inside Out with Tom Lamendola
Episode: Engaging The Next Generation with Nicholas Ross
Description: As the financial services industry continues to evolve, staying ahead of the curve means engaging with the next generation of clients and advisors. Today we are joined by FIG’s Chief Strategy Officer, Nicholas Ross, to discuss the transfer of wealth to younger generations and the integration of younger clients and advisors into financial firms. One key takeaway from this discussion is the importance of understanding what wealth means to the next generation. While incorporating technology into the planning process is crucial for attracting the right talent and clients, it is equally important to understand where younger de...