A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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31.02 - Getting ready for the largest wealth transfer ever
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Content provided by BAI Banking Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BAI Banking Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Millennials and Gen Z are starting to inherit money in what will end up as the greatest transfer of wealth in history. Steven Ramirez from Beyond the Arc is our guest to discuss the scale of this transfer, and how banking institutions can position themselves to attract some of those assets.
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268 episodes
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Manage episode 358604418 series 1352968
Content provided by BAI Banking Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BAI Banking Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Millennials and Gen Z are starting to inherit money in what will end up as the greatest transfer of wealth in history. Steven Ramirez from Beyond the Arc is our guest to discuss the scale of this transfer, and how banking institutions can position themselves to attract some of those assets.
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continue reading
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Similar to BAI Banking Strategies
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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