Winning the next generation of wealth holders

The wealth management landscape is undergoing a seismic shift, and advisors who want their firms to thrive in the future need to pay attention. Join us for a candid fireside chat featuring Ron Bullis, Founder & CEO of Lifeworks Advisors and the Future of Advice Academy, in conversation with Michael Schwoerer, Head of Partnerships at Vanilla.

Together, they’ll explore how shifting client expectations, emerging technologies, and the rise of holistic planning are redefining the advisor-client relationship. They’ll also discuss the core tenet of holistic advice: the firms that win the next generation of wealth holders will be those that prioritize experience over transactions, embrace new tools, and integrate estate planning into the broader financial journey.

In this session, you’ll learn:

• Why younger wealth holders think differently about money, trust, and professional advice
• How technology is shaping client expectations, and how to keep up
• The critical role of estate planning in modern, holistic financial strategies
• What advisors need to do today to ensure long-term relevance and growth