By David Allison, Human Values Expert, CEO of the Valuegraphics Research Company
A seismic shift is happening as the Baby Boomer generation hands over its economic legacy to a new wave of wealthy folks with different priorities. This shift will reshape industries, especially financial services, changing how we build relationships, foster trust, and make strategic decisions.
When we think about the impact of this change on financial services, we include banks and credit unions of course, but also insurance, investments, wealth advisory, hedge funds, real estate financing, private equity, payment processors and even the stock market. It’s a huge swath of the economy, and every player will be impacted as trillions of dollars move from one generation to the next.
Our research division wrote The Inheritors report as a guide to help you navigate this new landscape. We pulled insights from nearly a million survey responses and hundreds of millions of data points to identify the shared values of the next generation of wealth. We’ve done the work to pinpoint the core values that shape their decisions because–if you’re a leader–you need these insights to stay relevant as this change takes hold.
Financial services professionals preparing for the largest wealth transfer in history need to understand that the next generation of clients has fundamentally different values than their parents.
Why You Need The Inheritors Report
Wealth isn’t being used the way it used to be. The new generation is motivated by values different from those of their parents. They’re making decisions that enrich their lives and reflect their beliefs over those that simply signal success. The Inheritors report takes this easy-to-spot trend and turns it into easy-to-use data.
If you still rely on demographics to understand your clients, it’s time to think again. Demographics tell you what people are, but values tell you why they do what they do. And it’s the why that matters. We unpack these motivations in The Inheritors report, so you can understand and connect with your prospects and clients on a deeper level.
Get the free report here.
What You’ll Discover
1. Substance Over Status: We explain why the new generation is drawn to meaningful ownership that aligns with their values.
2.Beyond the Data Points: Demographics and old data don’t get to the heart of what drives behavior. Values do. And we show you exactly how.
3.Investing with Purpose: The report highlights how this generation looks for investments that align with social and environmental impact. It’s not just an option; it’s a priority.
Why Financial Services Should Care
The days of relying on traditional client engagement models are fading. We’re in a values economy now, where understanding what people care about is the secret to growth and trust.
What You’ll Gain:
● Clear Direction: Get a clear view of what matters most to the new generation of wealth holders so you can create strategies that resonate.
● Stronger Connections: Learn how to align your messaging and services with your clients’ core beliefs to foster trust and loyalty.
● A Competitive Edge: Equip your business with insights that keep you relevant as power shifts to this new generation.
The Inheritors Report is Different
We created The Inheritors report to be more than just another document—it’s a strategic roadmap for anyone wanting to thrive in this new, values-driven market. With these insights, leaders in finance, marketing, and strategic roles can make smarter, values-aligned decisions that keep them ahead of the curve.
Get the free report here.
Values are the answer. Let’s put them to work.
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