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 PGIMBrittney Castro, CFP, AAMS, CRPC, Financial Expert and SpeakerChelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth PartnersMaggie Lake, Financial Journalist Research sources:Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024Prudential 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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“What did the council decide on item 42?” — answered with the speaker and the moment.

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