Module: Develop your team

Bridge the generations

73% of practice management professionals say the emotional aspects of transferring clients to a new advisor are among the biggest challenges in succession planning.1 That tension isn’t just about succession, it reflects a deeper issue: generational misalignment.

 

When generations silo themselves, everyone loses. But when they collaborate, legacy and innovation can thrive side by side. That’s what makes cross-generational collaboration one of the most urgent dynamics in advisory practices today. Learn how to align values across age groups, foster productive partnerships and build a shared vision for the future — one that honors what’s come before while embracing what’s next.

 

1Source: “Transitioning your practice the way you want,” Cerulli Associates, 2022

On this page

Bridging generational differences (Insights)
Consider generational strengths (Reflection)
Multigenerational values map (Takeaway)

“It turns out, if you can bring in next-generation advisors, you're more likely to get next-generation wealth growing clients as well, because those next-generation clients want someone who they're comfortable working with.”

— Arthur Ambarik, CEO and Financial Advisor at Perigon Wealth Management, LLC

A 4-part path toward a high-performing practice, starting from ‘operating in silos,’ moving through ‘bridging generational gaps’ and ‘aligning shared values,’ and ending at ‘fostering collaborative legacy.’

Use the takeaway from this lesson to:

  • Map shared values and client needs across generations
  • Identify collaboration opportunities
  • Strengthen the emotional and strategic bridge between senior and next-gen advisors

 

You’ll walk away with a blueprint to help your team function as one cohesive unit — building continuity, deepening client trust and shaping the long-term future of your practice.

INSIGHTS

Bridging generational differences

In this video, Arthur Ambarik talks about bridging the generation gap in his practice and how adopting a multigenerational approach in his business helped his team better meet objectives.

headshot-Arthur-Ambarik-600x600

Arthur Ambarik

CEO and Financial Advisor at Perigon Wealth Management, LLC

3MINVIDEO

Takeaway

Multigenerational values map

Download this PDF to help surface the shared values and goals of your multigenerational team and align everyone to them.

Download

Case studies

See what the theories above look like in real-world practice. Find insights, ideas and inspiration that make it easier to visualize your next move. 

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Tools and takeaways

What are your next steps to consider? Eliminate the guesswork with these action items that help you build and maintain momentum.

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CE credit details

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Course glossary

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