I practice a version of wealth management that barely existed when I started my career

old model:

stale quarterly performance reports

paper account statements in the mail

2 to 3 hour sessions in-person at the advisor's office

semi-annual or annual touchpoints

"sorry, we can't talk about tax"

reviewing what already happened

new model:

multiple live financial dashboards for clients

near constant communication and iteration

texts, phone calls, sessions via Zoom / Google Meet

30 to 60 minute quick-hitting meetings

tax considerations embedded in every decision

planning around what's happening NEXT

an ISO exercise, a tender offer, an IPO, a trading window, sale of business...

these decisions don't conveniently happen during your annual financial review

and the financial consequences of getting them wrong can dwarf an entire decade of "show me your investment returns"