Running an RIA · Podcast

The Coming Inheritance Shock—and the Advisors Who Will Be Ready

For wealth professionals, the episode frames next-generation relationships and legacy planning as central to retaining client families through wealth transfer. It is aimed at advisors considering how short-term focus affects the future of their business.

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Summary

By the running an ria desk

This episode of Secrets of Successful Advisors with Ken Haman examines advisors' tendency to focus on immediate client needs and prospecting rather than longer-term strategic questions. It discusses the wealth transfer as Baby Boomers turn 80 and cites the claim that 81% of heirs leave their parents' advisor. The conversation covers legacy planning with client families and building relationships with the next generation before wealth transfers occur.

Ken explores why advisors stay in tactical mode, responding to client needs and managing the urgent while neglecting strategic questions.
The episode cites Baby Boomers turning 80 and 81% of heirs leaving their parents' advisor.
It discusses legacy planning with client families and building next-generation relationships before wealth transfers.
It frames acting now as owning the future and building a business worth running and handing off.

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