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Hidden Gems Episode 2: Preparing Advisors for Demographic Changes During the Great Wealth Transfer

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In Episode 2 of Hidden Gems: Preparing Advisors for Demographic Changes During the Great Wealth Transfer, we explore how inheritance is shifting hands and ways financial advisors can adapt to evolving expectations.

In 2025, trust between advisors and their clients takes center stage. Over 61% of clients cited a breach of trust as the primary reason for ending their relationship with an advisor. This stark reminder highlights a fundamental truth: money is deeply emotional and personal.

In response, Shelton has created, Hidden Gems, an advisor empowerment video series designed to equip you with the resources needed to cultivate meaningful relationships with your clients and prospects. You’ll be introduced to unique behavioral strategies to apply during prospecting and with your current book of business, enhancing the level of trust from clients and providing you with tools to help them navigate significant financial decisions and transitions.

Dr. Peter McGraw’s Solo Research

Transcript

Author

  • Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

     

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Steve Rogers
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  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
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