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Inside the Flows - Episode 8
Inside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape.
The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future.
#genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229
View all episodes
By InflowsInside this special episode of Inside the Flows, Iyassu sits down with Ryan Chand to explore how advisors can better position themselves for the next generation of wealth, starting with lessons from the Future Proof Citywide event and a growing wave of younger, entrepreneurial advisors entering the industry. They discuss how shifting wealth dynamics, rising high net worth households, and the influence of digital platforms are reshaping how advisors connect, build trust, and stay relevant in an increasingly competitive landscape.
The conversation then turns to a deeper, more reflective discussion inspired by Ryan’s “Think With Ryan” newsletter, focusing on the idea that “nearly” is not enough when it comes to financial planning and life decisions. They emphasize the importance of slowing down, being intentional, and addressing affordability and financial tradeoffs early, rather than waiting for the perfect moment that never comes, offering a grounded perspective on how individuals and households can take control of their financial future.
#genz #millennials #financialadvisor #wealthmanagement #jpmorgan #ria #financialplanning
NEW EPISODES EVERY FRIDAY
Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.
ABOUT INFLOWS
Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.
JOIN OUR COMMUNITY
🏠 https://inflows.com
🔗 https://linkedin.com/company/inflowsapp
LISTEN TO OUR SHOW
Spotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzy
Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229