Best practices for keeping next-generation clients from taking off

Name: Best practices for keeping next-generation clients from taking off
Uploaded: 2026-03-31T20:10:44Z
Description: Kirby Rosplock, CEO and founder at Tamarind Learning, sits down with InvestmentNews anchor Gregg Greenberg to discuss how to navigate wealth transitions, and how advisors can keep next-generation clients in-house.

Kirby Rosplock, CEO and founder at Tamarind Learning, sits down with InvestmentNews anchor Gregg Greenberg to discuss how to navigate wealth transitions, and how advisors can keep next-generation clients in-house.