EPISODE 237: WHERE BANKING INGENUITY MEETS HISTORY IN THE GREAT WEALTH TRANSFER

With more than $1 trillion in assets set to change hands from elders to millennials and Gen Zs, no wonder banking sages have labeled this era the Great Wealth Transfer. Martha Sylla Underwood, Founder and CEO of Prismm, explains how community and regional banks can leverage their generational relationships to win over this inheriting demographic before the head to online and big bank competitors. At stake: the largest of movement of money within families in history.