When Wealth Transfers but Trust Doesn’t | Advisor Change | Leadership
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When Wealth Transfers but Trust Doesn’t | Advisor Change | Leadership
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The Great Wealth Transfer is not just about money moving. It is a trust test that reveals whether relationships were built deeply enough to hold when wealth changes hands. In this episode of Advising Humans, Yasmin and Kathleen explore why firms cannot assume trust will follow assets to surviving spouses, heirs, or the next generation. They walk through the loyalty gaps that show up in widow retention, heir behavior, and advisor transition research, and make the case that continuity has to be built before the transfer moment arrives. The conversation also shows why proactive family relationships and broader household trust matter for retention, growth, and long-term firm value.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.
