EPISODE · Nov 25, 2025 · 43 MIN
How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
from The Millionaire Next Door
Why do 90% of heirs walk away from their parents’ advisor? Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect. With $124 trillion poised to change hands in the next two decades, this episode tackles … Read More Read More
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How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
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