The role of the modern financial advisor as we know it is evolving–and for the better. : Please try using other words for your search or explore other sections of the website for relevant information. McKinsey & Company analysts suggest modern financial advisors will become "more like integrated life/wealth coaches who advise clients on investments, banking, healthcare, protection, taxes, estate, and financial wellness needs more broadly." No longer limited to investment-only advice, the modern advisor offers a more comprehensive understanding of clients’ financial lives and even well beyond the “financial” relationship.