When Everything Changed Overnight: A Family’s Wake-Up Call

It happened in an instant.

Being a financial advisor is getting harder. Clients expect lower fees. Robot advisors are taking business. Relying solely on investment management fees is no longer enough.

But here's the good news: The smartest advisors are making more money than ever. How? They've found new ways to help clients that other advisors don't offer.

Families everywhere are paying more attention to emergency preparedness.
In fact, news reports last week showed that Americans are buying more survival kits, emergency food, and supplies than ever before. Stores are selling out of basic gear like flashlights, power banks, and even gas masks (Business Insider ).

A Big Move That Sends a Message

Last week, something big happened in the world of financial advising.
Raymond James recruited a team of advisors who managed $1.8 billion in client money.

Why did they move? Not for a bigger paycheck. Not for fancy perks.
They moved because they wanted better technology and a firm that aligned with their values.

That sends a clear message to every advisor out there:
Technology is no longer optional. It’s the new foundation of trust.

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.