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

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

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:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer

See omnystudio.com/listener for privacy information.

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Episoder(1808)

BONUS SERIES: Levittown Episode 2  |  ‘I’m Also on the Website’

BONUS SERIES: Levittown Episode 2 | ‘I’m Also on the Website’

Months after Kayla’s discovery, dozens of women in Levittown, a New York suburb on Long Island, learn they, too, are subjects of faked porn. Most are recent graduates of the local high school, and the...

4 Okt 30min

Daybreak Weekend: US Mortgages, Nobel Prize, China Golden Week

Daybreak Weekend: US Mortgages, Nobel Prize, China Golden Week

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Mortgage data, along with a focus on 3 stock...

2 Okt 38min

Pentagon Deploys More Troops to Middle East; September Jobs Report

Pentagon Deploys More Troops to Middle East; September Jobs Report

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and Marines to the Persian Gulf, giving Americ...

2 Okt 15min

FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed Board

FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed Board

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) A FlyDubai aircraft was attacked by one of its pilots, who stabbed or hit the other pilot with an ax, before being ove...

1 Okt 15min

Trump's AI Safety Switch, OpenAI Targets $1.4 Trillion Value

Trump's AI Safety Switch, OpenAI Targets $1.4 Trillion Value

Today's top stories, with context, in just 15 minutes.On today's podcast:1) President Trump endorsed using outside auditors to assess the safety of artificial intelligence systems through an accord wi...

30 Sep 18min

US-Iran Stalemate; Trump Weighs In On UK Terror Plot

US-Iran Stalemate; Trump Weighs In On UK Terror Plot

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) Iranian officials have privately expressed pessimism about reaching a deal to end hostilities with Washington and reop...

29 Sep 17min

US-China Tariff Deal; Iran Won't Soften Demands

US-China Tariff Deal; Iran Won't Soften Demands

Today's top stories, with context, in just 15 minutes. On today's podcast: 1) The US and China detailed a plan to cut tariffs on about $30 billion of imports from each country, as the superpower r...

28 Sep 15min

BONUS SERIES:  Levittown Episode 1  |  Me... But Not Me

BONUS SERIES: Levittown Episode 1 | Me... But Not Me

Stuck in her childhood home during the pandemic, Kayla is shocked to learn that photos of her, altered to make her look naked, are posted to a website where men swap violent fantasies about women. A c...

27 Sep 29min

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