Okay, so what's with all the hype about getting up in my personal biz? WM brands that are unafraid to go deep, value align on goals (future vs. financial goals, change the perspective, get out of the weeds), unique growth positions, social prioritization, and curated personal investment strategies will go the distance. AI digital engagement and vetted tech integration to enhance communication and streamline wealth management approaches is, well, expected.

Ahead for knowledge (get it?). There's a growing thirst for financial knowledge, planning, and guidance from personal wealth managers, specifically around new financial strategies, alternative investment offerings, and market complexities. WM Brands that do a better job of educating, interpreting (maybe even entertaining), providing clarity, and translating that as a real value of their services create smarter, more influential clients—and might even speed up that great wealth transfer.

Is there any way to really be prepared for market volatility, real-time geopolitical tensions, consistent inflationary fluctuations, economic instability, debt, and the frequent flyer power subscription to Aura (800M+ WW Users and climbing, God bless them)? Despite this, there* are IPOs in waiting, along with future wealth growth anticipation. WM Brands that can build client confidence, trust, and resilience by showing how they help navigate economic and market volatility and plan for their future will be more prepared for what will likely come next...

Personal freedom is the new dream. Protecting hard-earned wealth with preemptive tax planning strategies that help navigate the intricacies of tax laws to preserve and grow assets is becoming an increasingly valued-added service of well-branded wealth management firms. Not knowing how much wealth is needed to maintain a freedom lifestyle in retirement or when you can retire continues to be a growing concern, especially for HNW and generations looking to retire early. WM brands that get that will catch F.I.R.E. WM Brands that can empathetically speak to the uncertainty around retirement needs and value align with the personalized freedom retirement strategies win. Wait, what? Avoid the tax man and sleep better at night? Or just sleep (.) and still have coin for my 1926 Macallan Adami? yes.

The next generation is all about getting a hot take on the latest investing vehicles. They might not always dive into every opportunity themselves, but they definitely want a portfolio manager with a sharp eye on the latest investment opportunity or at least a head-crank chance to explore. Whether it's an obscure tech stock, bitcoin ETFs, cryptocurrencies, and blockchain, real estate crowdfunding, green bonds, socially responsible investments (SRIs), collectibles, or even quietly snatching a piece of Broadcom, Reddit, Cleanspark, or a newbie as they launch into the stratosphere, they want to be in the know and positioned to grow. A WM brand that can convey this ear-to-the-ground super sauce has a competitive advantage that will attract new business.

Get ready to get esoteric with it. The next generation of investors wants more than just financial growth; they want financial purpose. "Wealth that brings Well Being". WM brand and confident advisors that demonstrate a more adaptive holistic approach, which considers personal values, goals, and philanthropic beliefs beyond just healthy investment returns, will more readily connect in this new era of wealth provisioning. Advisors must analyze all aspects of their client's financial lives, including assets, liabilities, insurance (yes, insurance), and philanthropic & estate planning. Where wealth is not just accumulating but contributing to the client's belief sets and overall well-being.