Who We Are

NextChapter is an interdisciplinary consulting practice with deep longevity planning, risk mitigation and wealth management expertise.We leverage a unique combination of professional and personal experience to help our client firms drive retention, consolidation and organic growth at scale with more effective digital and human capabilities.

The Great Wealth Transition is not just an industry event—it’s an existential reckoning for every firm in financial services. As trillions shift hands, complexity deepens among aging clients and generational heirs demand new, digital-first solutions, leadership cannot stand still. The winners will be those who seize this moment to reinvent, partner strategically, and future-proof their client relationships. NextChapter is your catalyst for transformation—empowering your firm to lead, not follow, as wealth’s new era takes hold.

How We Accelerate Growth

NextGen is the new target market – $138T is already shifting to GenX and Millennials (Tiburon)

Moments that Matter drive advisor engagement – 60% of consumers with a financial advisor hired one as the result of a life event (NAPA)

Health events, caregiving highlight family financial interdependencies and protection opportunities – roughly 60% of people have at least one chronic condition (CDC). 21% of people are currently unpaid caregivers; 45% have experienced at least one financial shock (NAC).

Why NextChapter

We solve for the Moments that Matter.

We focus on the Moments that Matter that drive the need for advice, protection solutions and help managing money in motion.

We connect the eco-system of advice.

We provide full-service support – client analysis, analytics, coaching, engagement and solutions – to firms, manufacturers and consumers whether they’re anticipating or navigating major life events.

We help you grow.

We improve book health and product conversion by leveraging the new Metrics that Matter – including age and gender-weighted revenue – that uncover hidden retention, consolidation and NextGen growth opportunities.

AdvisorGrowthPrograms

The FamilyConversation

The Family Conversation is an advisory firm growth program to help Advisors retain and grow their most valuable client relationships by engaging with the challenges of longevity. For product and solutions companies, The Family Conversation creates opportunities to drive new product sales.

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The Family Conversation supports Advisor engagement with their most important clients, clients facing retirement with accumulated assets who need the most help. These clients are the ones most at risk of going to a competitor. For this program, we’ve duplicated best practices of top Advisors to help your firm retain client relationships and build trust. Participants work with case studies of actual clients or ”personas” to effectively relate to complex issues facing their clients. Learn more.

Total WealthAdvisor

Total Wealth Advisor is both a product positioning and practice management strategy that firms can implement to increase the appeal of securities-based lending among Advisors and help Advisors present appropriate lending solutions to their clients.

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The Total Wealth Advisor program supports Advisor engagement with clients around liquidity needs. This program gives Advisors tools to work with their clients’ total balance sheet to help them offer credit solutions. Our tools leverage persona profiles occurring most often, of the best prospects for SBLOCs. Our approach is a progressive build – beginning with defensive tactics for retention and moving to more proactive strategies to deepen engagement. Learn more.

Your YellowBrick Road

The Yellow Brick Road is an Advisor practice management program using protection and protected income strategies sought after by retiring clients; increasing client share of wallet and net new assets.