Serving Multigenerational Families: Part 2 (Setting the Stage)

Serving Multigenerational Families: Part 2 (Setting the Stage)

In Episode 2 of our multigenerational wealth series, Matt Johnston moves from why to how—exploring how advisors can authentically begin conversations about legacy, inheritance, and family communication. With trillions of dollars set to transfer over the next 15 years, engaging the next generation is critical to both client impact and practice growth. Matt outlines practical language and four essential family conversations that can strengthen relationships, preserve wealth, and create a lasting competitive advantage.

Serving Multigenerational Families: Part 1 (Why & Why Now)

Beginning in 2026, trillions of dollars will begin transferring between generations, reshaping the future of wealth and advice. In this episode of Perspectives on Growth, Matt Johnston launches a new series on multigenerational planning—why it matters, why it’s difficult, and why now is the time for advisors to engage entire families. Explore the opportunity, complexity, and long-term business impact of serving wealth across generations.

The Battles That Shape Us

As we begin 2026, goal setting is everywhere—but growth isn’t shaped by goals alone. In this episode of Perspectives on Growth, Matt Johnston explores how the challenges and setbacks of 2025 influence our mindset, confidence, and direction, and why reflecting on those battles is critical to setting stronger, more intentional goals. Learn how to reframe adversity into fuel and use it to drive clarity, resilience, and meaningful progress in the year ahead.

What Does the Future Entail?

In this episode of Perspectives on Growth, Matt Johnston explores the future of wealth management through insights from the book Wealth 3.0 and poses six critical questions shaping how advisors engage with clients. He challenges listeners to rethink the role of advice in an AI-driven world—shifting from product-focused sales to holistic, human-centered relationships. It's a thoughtful look at what it means to truly serve clients in the next era of financial services.

The Power of Your People

In this episode, we kick off a series on one of the most important drivers of sustainable growth in financial services: talent. Drawing from a recent engagement with a regional bank and inspired by Jeff Colvin’s Humans Are Underrated, we explore what truly sets high-performing organizations apart—human capital. Matt challenges leaders to rethink how they engage with their teams, asking: Are we leading with the same intentionality that we use to attract talent? From discussing the irreplaceable value of empathy and perspective, to breaking down the differences between training and development, this episode delivers practical insights for leaders who want to unlock the full potential of their people. Key topics include: * The critical difference between talking about talent and making talent feel valued * Fostering ownership at every level of the organization * Why growth and development must go beyond traditional training * The true role of leadership as coaching—not inspection If you're in a leadership role and believe people are your greatest asset, this episode will challenge you to prove it—with action.