No longer recent college grads, Millennials are now entering their peak earning years, and research from Cerulli Associates shows that they are set to inherit $46 trillion over the next 25 years.1Building a service model for this next generation can help advisors prepare for the coming generational wealth transfer and serve clients who are still accumulating wealth, according to Priya Malani, Founder & CEO of Stash Wealth.In this episode of the Synergize podcast, Malani joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to share her experience building a business focused on NextGen investors and advisors.Listen as they explore:- What makes HENRYs (High Earners Not Rich Yet) different from traditionalwealth management clients- Why smart technology can support client conversations but probably shouldn't replace them- How RIAs may want to shift their approach to better connect with the nextgeneration of investorsSubscribe now, and connect with us on social media:- YouTube- LinkedIn- FacebookGet the transcript for this episode, with sources, at https://synergizepodcast.com/.About Priya Malani:Priya is the Founder & CEO of Stash Wealth, a registered investment advisor that specializes in working with NextGen clients.She began her career at Merrill Lynch and has been a personal finance contributor for The Wall Street Journal, CNBC, NerdWallet, BuzzFeed and other media outlets.Priya Malani and Stash Wealth are not affiliates of TradePMR.More About Priya:LinkedIn: https://www.linkedin.com/in/priyamalani/Website: https://www.stashwealth.com/aboutPodcast:https://podcasts.apple.com/us/podcast/the-f-word/id1793136198https://creators.spotify.com/pod/show/priya171/episodes/Ep-5--The-Key-to-Saving- Money-Its-Not-Budgeting-e2umbuohttps://www.youtube.com/watch?v=-dndMLlq_T4If you want to join the conversation or connect with us, please visit us atsynergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com.1 Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048, Cerullli Associates, Published Dec. 5, 2024.