The Great Wealth Transfer Is Here – How to Truly Connect with NextGen Clients

An Unprecedented Shift in Wealth Is Underway

In the coming years, trillions in assets will be passed from the Baby Boomer generation to their successors across Europe and beyond. But this is about more than money. It’s about responsibility, values, and expectations shifting from one generation to the next.

What looks like a financial event is, at its core, deeply personal and emotional.

The NextGen Heirs Think Differently

Where previous generations focused on growing wealth, today’s heirs are asking how they want to use it.

They are asking:
• What purpose should this wealth serve?
• How can I stay independent—without drifting aimlessly?
• Do I trust my advisor—or just their products?

These are not product-driven questions. They are human questions. And they require a new kind of advisory conversation—one that’s more personal, more values-based, and more psychologically insightful.

What This Means for Advisors

In legacy and succession planning, technical expertise is no longer enough. What’s needed is a better understanding of:

Behavior: What drives decision-making? What triggers avoidance or action?
Trust: How do you build meaningful relationships with a generation that expects personalization?
Future orientation: NextGen clients care about aligning their financial plans with their values, lifestyle, and social impact.

Many advisors in our network are already using BQ Advisory to deepen their conversations—especially in succession and family wealth settings.

Already using BQ Advisory? Discover how to apply it specifically for inheritance and wealth transition clients—or invite a colleague to join our upcoming session.

The Challenge and the Opportunity

Initial meetings with NextGen clients often lack depth.

With BQ Advisory, you can build trust faster—using scientifically grounded behavioral profiles that reveal how your clients really think and decide.

BQ Advisory – Because Real Advice Begins with People

Our behavioral analysis platform helps you:

✅ Go beyond generic risk scores and uncover individual decision profiles
✅ Use data-driven insights to navigate emotional topics like inheritance
✅ Differentiate your practice with a science-based, personalized approach

Curious to Learn More?

📅 Join our upcoming free live webinar (in German):
www.finanzberater-akademie.com/bq-advisory

Prefer English? You can schedule a personal demo in English anytime via our website:
👉 behaviorquant.com

Going Deeper – What the Great Wealth Transfer Means for You

How does intergenerational change impact client loyalty? Why are behavioral tools no longer a “nice to have” but a necessity?
In this free webinar, you’ll gain practical insights from a highly successful financial advisor and enthusiastic BQ Advisory user. Learn how he applies behavioral insights in his day-to-day client work—and how you can use BQ Advisory to build a winning strategy for engaging NextGen clients.

Warm regards

Your BehaviorQuant Team

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