How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
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Why do 90% of heirs walk away from their parents’ advisor?
Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect.
With $124 trillion poised to change hands in the next two decades, this episode tackles the emotional, behavioral, and generational blind spots advisors must navigate to retain relationships across family lines.
Expect insights on:
- Why wealth transfer isn’t just about documents and dollars
- How silence, secrecy, and emotional discomfort disrupt legacy
- Small, powerful actions advisors can take to build trust with heirs
- What younger generations actually want from a financial advisor
- And more!
Resources:
- Educational videos (bottom of the page)
- The Five Pillars of Performance with PJ Nestler (Ep. 59)
- “The Comfort Crisis” by Michael Easter
- “The Richest Man in Babylon” by George S. Clason
- Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
- From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
Connect with Natasha Kennedy:
About Our Guest:
Natasha believes that growth is inevitable for those who patiently seek it. She also knows that change is usually messy, non-linear, and almost always uncomfortable. Said differently, she is profoundly aware of the vulnerability and trust required to explore the intricacies and contradictions of your inner world with another person. Natasha’s ultimate goal is to provide you with a warm and compassionate space to engage in this work together.
Natasha, perhaps unexpectedly, spent the first decade of her career working in finance. Along this journey, she received her MBA from Columbia Business School. Prior to this, she received her BA in English and Psychology from Georgetown University, where her interest in storytelling and the human condition truly began. She is now pursuing her Master’s in Counseling and Mental Health from Northwestern University.
Her therapeutic style draws from several theories, including Acceptance and Commitment Therapy (ACT), Cognitive Behavioral Therapy (CBT), and Narrative Therapy. It is extremely important to her that she tailors her therapeutic approach to best fit your individual needs, timeline, and desired outcome. It is her privilege to be entrusted with your story, and she commends you for courageously stepping toward the life you want for yourself.