# I practice a version of wealth management that barely existed when I started...
Canonical: https://social-archive.org/richeddy/a2j9uiZ5wX
Original URL: https://x.com/markcecchini/status/2119829343551832391
Author: Mark Cecchini, CFP®
Platform: x
Share mode: full
## Content
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"