Retirement planning is changing quickly, and advisors who fail to adapt may struggle to connect with the next generation of clients.

How are Gen X and millennials changing the conversation around retirement, income planning, and financial advice? What role will AI, digital marketing, and client experience play in the years ahead?

In this episode, Jeremy Houser talks about how advisors can prepare for shifting client expectations, use AI to improve efficiency, and strengthen their digital presence. He also shares why younger generations may be more open to guaranteed income conversations, why mentorship and human connection still matter, and how advisors can stand out as more wealth moves to Gen X and millennial clients over the next two decades.

Key takeaways:

• Why younger generations may think differently about retirement income and financial planning
• How AI can help advisors reduce repetitive tasks and create more time for growth
• Why building a stronger digital footprint may matter more over the next several years
• How client experience and community-building can help advisors stand out from larger firms
• Why mentorship, adaptability, and constant learning still matter in a changing industry
• And more!

Resources:

• Using AI to Move Faster, Connect Deeper, and Win More Clients with Matt Halloran (Ep. 112)
• Narrative-Driven Investing with Ronnie Sadka (Ep. 113)

Connect with Jeremy Houser:

• jeremy.houser@simplicitygroup.com
• 713-808-8548
• Schedule a Call
• Our Teams Website
• Connect with Jeremy
• @jeremyhouser_amp
• @jeremyhouserAMP

Disclosure #: 5441215 – 0526