How Advisors Can Follow the Shift in Wealth and Serve Multigenerational Clients

from Managing Your Practice · host Dimensional Fund Advisors

Chip Roame, founder and managing partner of Tiburon Strategic Advisors, joins Dimensional's Catherine Williams to discuss the shift in wealth from Baby Boomers to Gen X and Millennials. They will cover steps advisory practices can take today to meet the needs of younger investors and win them as long-term clients.

NOW PLAYING

0:00 49:11

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Managing Your Practice?

This episode is 49 minutes long.

When was this Managing Your Practice episode published?

This episode was published on September 21, 2022.

What is this episode about?

Can I download this Managing Your Practice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!