https://simplecast.com The Great Client Transfer 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. 2026 Bloomberg Media Studios en Mon, 20 Jul 2026 15:44:45 +0000 Mon, 20 Jul 2026 16:38:18 +0000 https://the-great-client-transfer.simplecast.com The Great Client Transfer https://image.simplecastcdn.com/images/1c475b20-6ef1-4b36-a7c6-d013e5fdf0ef/5cc6d318-6b10-447f-b3b8-fbabd2ef478c/3000x3000/prudential_pod_cover_1_1.jpg?aid=rss_feed https://the-great-client-transfer.simplecast.com episodic 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. Bloomberg Media Studios, Prudential Financial false https://feeds.simplecast.com/HK0Nv46o Bloomberg Media Studios jeffblundell@rogers.com 0ced7d40-8219-11f1-bd39-dfaafd83eea4 c162fc45-c5d3-4c62-ac44-1c616097e49c How Financial Advisors Can Grow During the Great Wealth Transfer 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


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> Mon, 20 Jul 2026 15:44:45 +0000 jeffblundell@rogers.com (David Blanchett, Maggie Lake, Brittney Castro, Chelsea Ransom-Cooper) 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


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

]]> How Financial Advisors Can Grow During the Great Wealth Transfer David Blanchett, Maggie Lake, Brittney Castro, Chelsea Ransom-Cooper 00:17:45 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. 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. wealth, communication, transfer, inheritance, protecting, financial advisors, growth, bloomberg, retention, retirement, prudential false full