Welcome to Zephyr’s Adjusted for Risk Podcast hosted by Ryan Nauman. In this episode, recorded at the Morningstar Investment Conference in Chicago, Ryan sits down with Wassan Kasey, the Advisor Practice Management Consultant at Capital Group. They discuss the ongoing Great Wealth Transfer, the shift of financial assets to women, and its implications for financial advisors. Wassan provides insights from the Capital Group’s Understanding Female Investors Survey, highlighting the importance of asking better questions, meeting clients where they are, and understanding their aspirations. They explore strategies for advisors to adapt marketing approaches, enhance client trust, and successfully manage the wealth transition. Sponsored by Zephyr, this episode is packed with valuable tips for investment professionals aiming to navigate and leverage the largest wealth transfer in history.
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LinkedIn: Zephyr Financial Solutions
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Learn more about the Capital Group here.
00:00 Introduction to Adjusted for Risk Podcast
00:43 Live from the Morningstar Investment Conference
01:01 The Greatest Wealth Transfer in History
01:51 Introducing Wassan Kasey from Capital Group
04:19 Understanding Female Investors Survey
08:23 Key Takeaways for Financial Advisors
18:13 Marketing Strategies for Financial Advisors
22:12 Conclusion and Resources
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