05/12/2026
Just got back from an incredible few days at the Sowell NEXT25 Summit and I'm excited to share with my clients!🔥
Over 3 days, I sat in sessions with top minds from Morgan Stanley, Fidelity, and Altruist, heard from Arkansas basketball coach John Calipari on leadership and winning, and got a front-row seat to where the financial world is heading.
The big themes that are going to impact YOUR money:
✅ AI is reshaping how financial advisors serve clients — and I'm already putting those insights to work
✅ The traditional 60/40 investment approach needs a modern upgrade
✅ Business owners: there's a $5 trillion opportunity tied to ownership transitions for those who have an exit strategy. How are you preparing to get the highest multiple for your business?
✅ Navigating risk in today's uncertain world requires a proactive, not reactive, strategy
I go to events like this because staying ahead of the curve isn't optional — it's what I owe every client and family I serve.
Curious what any of this means for you? Drop a comment or send me a message — I'd love to connect! 💬
