Mm-hmm.

And you know, my industry talks a lot about how boomers and silent generation are now passing wealth onto Gen X, Gen Y, Gen Z, and how that's going to be a huge sea change.

The challenge I see is we're talking about this in a, in a phrase of or in a frame of mind of, you know, have some conversations with your clients' kids or grandkids.

And that's great, but the, the...

And important and should be happening regardless.

But- What I think a lot of wealth managers are missing is thinking about what does, what do those kids and grandkids actually want and expect of an advisor, and what are they looking for now that they're in the driver's seat of their wealth?

Yeah

... and what I want it to do, and are not just thinking about it in a vacuum of how is this invested, what's my rate of return, what's the risk profile of this investment, you know, what's the cashflow from it.

Mm-hmm.

And you know, my industry talks a lot about how boomers and silent generation are now passing wealth onto Gen X, Gen Y, Gen Z, and how that's going to be a huge sea change.

The challenge I see is we're talking about this in a, in a phrase of or in a frame of mind of, you know, have some conversations with your clients' kids or grandkids.

And that's great, but the, the... and important and should be happening regardless, but What I think a lot of wealth managers are missing is thinking about what does, what do those kids and grandkids actually want and expect of an advisor, and what are they looking for now that they're in the driver's seat of their wealth?

Mm.

So if you think about, um, I'll, I'll give an example of a client.

So this is a couple.

The, the wife, uh, has, comes from a very wealthy, multi-generational wealthy family.