Six Ways to Attract Next-Gen Wealth – The Preeminent Financial Advisor Podcast – Episode 28 Advisors looking toward the future are increasingly recognizing that millennials and Gen Z-ers represent potentially enormous growth opportunities. For starters, there are lots of them—as millennials represent the largest age demographic these days. They’re also inheriting significant wealth. Even better: They report feeling unprepared to deal with that wealth, and are very interested in working with financial advisors who can help them navigate the process. Key Takeaways - Consider a tiered service model that addresses the needs of millennials and Gen Z-ers. - Help future inheritors prepare for their wealth through inheritance readiness initiatives. - Leverage technology to stay engaged with these younger clients.