In Episode 2 of our multigenerational wealth series, Matt Johnston moves from why to how—exploring how advisors can authentically begin conversations about legacy, inheritance, and family communication. With trillions of dollars set to transfer over the next 15 years, engaging the next generation is critical to both client impact and practice growth. Matt outlines practical language and four essential family conversations that can strengthen relationships, preserve wealth, and create a lasting competitive advantage.

Beginning in 2026, trillions of dollars will begin transferring between generations, reshaping the future of wealth and advice. In this episode of Perspectives on Growth, Matt Johnston launches a new series on multigenerational planning—why it matters, why it’s difficult, and why now is the time for advisors to engage entire families. Explore the opportunity, complexity, and long-term business impact of serving wealth across generations.

As we begin 2026, goal setting is everywhere—but growth isn’t shaped by goals alone. In this episode of Perspectives on Growth, Matt Johnston explores how the challenges and setbacks of 2025 influence our mindset, confidence, and direction, and why reflecting on those battles is critical to setting stronger, more intentional goals. Learn how to reframe adversity into fuel and use it to drive clarity, resilience, and meaningful progress in the year ahead.