Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.
Markets will always create reasons for investors to worry. The advisor’s role is not to predict uncertainty, but to help clients understand why volatility should not derail a well-built financial plan.
Access has improved. Expectations have not.
The great wealth transfer isn’t a one-time windfall—it’s a decades-long process. Peter Disch reveals how advisors can stay indispensable by planning with both today’s clients and tomorrow’s heirs in mind.
Clients are overwhelmed by sensational financial content that prioritizes clicks over sound advice. In this piece, Peter V. Disch, Founder and Managing Member of Great Point Wealth Advisors, explains why advisors must refocus client education on real goals, time horizons, and emotions—not just market forecasts and performance metrics. He shows how listening to how decisions feel can matter as much as the numbers
