In 2025, being a financial advisor means more than managing money—it means protecting a family’s entire legacy. But most advisors haven’t caught up.

Introduction

Holistic advising has become a cornerstone for professionals guiding businesses and families through the complexities of 2025. By integrating business growth, marketing, sales, compliance, and advanced tools, advisors can deliver comprehensive solutions that meet clients’ evolving needs. A 2025 Deloitte report highlights that 68% of advisory firms see rising demand for integrated services combining wealth management, cybersecurity, and estate planning. This article explores the key trends shaping holistic advising and how advisors can leverage them to protect clients’ assets and drive sustainable growth.

Wouldn't you like to be your client's Superman?  You can be!

Families today expect more. They want guidance that spans investments, legacy, digital access, and emergency preparedness. They want legal clarity, especially around digital assets. And they want peace of mind that goes beyond markets.

That’s the true promise of holistic advising, and you can deliver!  This guide walks you through the advisor matrix—now reframed with a crucial new lens: RUFADAA compliance and built-in digital access tools.

Along the way, you’ll test yourself: Can you fly above the crowd? Are you faster than a speeding change in the economy?

Being a holistic advisor means going beyond investment strategies. You help families manage insurance, estate plans, digital assets, emergency contacts, healthcare documents, and more. You're their trusted partner in planning every part of life. But here's the problem: helping clients track all those moving parts is harder than it looks.