Visionary Advisor
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now.
This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be exploring and putting into practice.
I'm your host, Alex Kirby, founder of Total Family. Welcome to Visionary Advisor.
Visionary Advisor
Sail the Great Wealth Transfer with P.V. Narayan of Capgemini
Over the next two decades, $83.5 trillion in wealth will shift to a new generation—yet 81% of next-gen high-net-worth individuals plan to switch advisors shortly after inheriting. That should be a wake-up call.
In this episode, P.V. Narayan, Head of Banking for the Americas at Capgemini, joins Alex Kirby to discuss the firm’s latest World Wealth Report and what it means for the future of advisory relationships.
P.V. outlines why this moment is different from past warnings about wealth transfer—and how firms can position themselves to retain assets, remain relevant, and recruit top talent. Together, they explore the mindsets of rising-gen investors, the digital fluency gap in advisory firms, and the skillset shift advisors must make to thrive in an AI-first era.
This conversation is a must-listen for advisors who want to stay ahead of the curve, meet the expectations of younger clients, and build a multigenerational practice that lasts.
What You’ll Learn in This Episode:
- Why the $83.5 trillion wealth transfer is finally triggering real change
- What next-gen clients want—and why they’re ready to walk
- The hidden cost of failing to build relationships with heirs and spouses
- Why digital fluency is now a baseline expectation
- How to compete nationally and internationally in a post-geographic advisory world
- What firms must do to attract and retain rising advisor talent
- Why the human element still matters more than ever
Notable Quotes from P.V. Narayan:
“It’s not a matter of if the transfer happens. It’s when. The firms who prepare now will be the ones who thrive.”
“This generation of clients is AI-first. They expect tools, access, and insights—not just advice.”
“Advisors don’t just need new products. They need a new posture—one that says: I understand who you are and what you want.”
Explore the Capgemini 2025 World Wealth Report: https://www.capgemini.com/wp-content/uploads/2025/06/WWR_2025.pdf
More from Capgemini: https://www.capgemini.com/us-en/insights/
Stay Connected with Visionary Advisor
We believe wealth is well-being. Subscribe to the Visionary Advisor Newsletter for practical tools and ideas to serve families across generations.
Explore more at totalfamily.io | Follow us on LinkedIn | Watch episode clips on YouTube
