Priya Malani: Playing the Long Game by Capturing NextGen Clients Now

No longer recent college grads, Millennials are now entering their peak earning years, and research from Cerulli Associates shows that they are set to inherit $46 trillion over the next 25 years.¹

Building a service model for this next generation can help advisors prepare for the coming generational wealth transfer and serve clients who are still accumulating wealth, according to Priya Malani, Founder & CEO of Stash Wealth.

In this episode of the Synergize podcast, Malani joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to share her experience building a business focused on NextGen investors and advisors.

Listen as they explore:

• What makes HENRYs (High Earners Not Rich Yet) different from traditional wealth management clients
• Why smart technology can support client conversations but probably shouldn’t replace them
• How RIAs may want to shift their approach to better connect with the next generation of investors