StarZero All shows Try the podcast clipper →

wealth advisor

also referred to as: wealth advisors

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 8, 2026 by Alex Kirby · across every show →

Everything said about wealth advisor, oldest first

Jul 8, 2026 positive
Assertion Not checkable as stated
Kirby: Advisor secured $50M client referral via legacy planning discussions
“We had this happen where an advisor got a fifty million dollar referral, a client with fifty million dollars in assets. Their friends introduced them after sharing their experience.”
Alex Kirby Jul 8, 2026 ▶ 16:43 Preserving Multi-Generational Wealth Beyond the Balance Sheet
Jul 8, 2026 negative
Assertion Supported
Kirby: Wealth managers lose 50% to 80% of assets during generational transfers
“If you're on average, they're losing like somewhere between 50 and 80% of these assets when they transfer.”
Alex Kirby Jul 8, 2026 ▶ 3:12 Preserving Multi-Generational Wealth Beyond the Balance Sheet
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more