America’s Great Wealth Transfer: Young Clients Want Human Connection with Their Financial Advisors

Many younger clients approaching wealth transfer age say they want a real human connection with their financial advisors rather than purely digital or automated interactions, even as assets shift generationally.

Financial advisory firms, wealth managers, and local financial institutions can use this preference for personal relationships to deepen engagement and tailor communication strategies that speak to trust, clarity, and guidance — especially with next-gen clients navigating major financial decisions.