{"id":27252,"date":"2024-11-12T01:37:13","date_gmt":"2024-11-12T01:37:13","guid":{"rendered":"https:\/\/www.growthink.com\/?p=27252"},"modified":"2025-09-26T09:11:28","modified_gmt":"2025-09-26T09:11:28","slug":"why-traditional-wealth-management-is-dying","status":"publish","type":"post","link":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying","title":{"rendered":"Why Traditional Wealth Management is Dying"},"content":{"rendered":"<p>The wealth management game is changing &#8212; is your advisor changing with the times?<\/p>\n<p>In this video, Growthink&#8217;s Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the business owner. <\/p>\n<p><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/IfYL326fDTM?si=iPrVDLvLaP4sB7sG\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The wealth management game is changing &#8212; is your advisor changing with the times? In this video, Growthink&#8217;s Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the business owner.<\/p>\n","protected":false},"author":29266,"featured_media":27253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-27252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v26.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why Traditional Wealth Management is Dying - Growthink<\/title>\n<meta name=\"description\" content=\"In this video, Growthink&#039;s Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Traditional Wealth Management is Dying\" \/>\n<meta property=\"og:description\" content=\"In this video, Growthink&#039;s Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\" \/>\n<meta property=\"og:site_name\" content=\"Growthink\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.entrepreneur.com\/author\/jay-turo\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-12T01:37:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-26T09:11:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png?_t=1758877890\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jay Turo\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jay Turo\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\"},\"author\":{\"name\":\"Jay Turo\",\"@id\":\"https:\/\/www.growthink.com\/#\/schema\/person\/aa92b627571c277bb74cc60a14081273\"},\"headline\":\"Why Traditional Wealth Management is Dying\",\"datePublished\":\"2024-11-12T01:37:13+00:00\",\"dateModified\":\"2025-09-26T09:11:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\"},\"wordCount\":44,\"publisher\":{\"@id\":\"https:\/\/www.growthink.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\",\"url\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\",\"name\":\"Why Traditional Wealth Management is Dying - Growthink\",\"isPartOf\":{\"@id\":\"https:\/\/www.growthink.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png\",\"datePublished\":\"2024-11-12T01:37:13+00:00\",\"dateModified\":\"2025-09-26T09:11:28+00:00\",\"description\":\"In this video, Growthink's Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage\",\"url\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png\",\"contentUrl\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png\",\"width\":1280,\"height\":720,\"caption\":\"Why Traditional Wealth Management is Dying\"},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.growthink.com\/#website\",\"url\":\"https:\/\/www.growthink.com\/\",\"name\":\"Growthink\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.growthink.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.growthink.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.growthink.com\/#organization\",\"name\":\"Growthink\",\"url\":\"https:\/\/www.growthink.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.growthink.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/cropped-cropped-growthink_logo-1.png\",\"contentUrl\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/cropped-cropped-growthink_logo-1.png\",\"width\":214,\"height\":61,\"caption\":\"Growthink\"},\"image\":{\"@id\":\"https:\/\/www.growthink.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.growthink.com\/#\/schema\/person\/aa92b627571c277bb74cc60a14081273\",\"name\":\"Jay Turo\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.growthink.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/JayTuro1-150x150.jpg\",\"contentUrl\":\"https:\/\/www.growthink.com\/wp-content\/uploads\/JayTuro1-150x150.jpg\",\"caption\":\"Jay Turo\"},\"description\":\"Jay has over 25 years of experience in starting, building, advising and investing in high growth firms. His advisory work spans industries and market sectors, with company clients including Accelerant, Caine &amp; Weiner, C8 Medisensors, Dakim, DCIP, Free Conference, Fresh Games, Green Medical, Innoflight, Integreon, L3D3, Mahar Tool, Margartiaville Apparel, M3 Medical, Mobeze, MyPublicInfo, Nolatek, Ometric, Pocketsonics, Park Group PlC, Precision Time, Raise Capital, Recoup IT, Research Scientists, Sandel Medical, Shimmick Construction, Skyplex Entertainment Group,Spring Medical, Storied Media , Sunglass Hut, Telverse, Thrombovision, XCOM Wireless, and Xorbent, among many others.Jay has also advised a wide array of corporate clients seeking to inject entrepreneurship and innovation into their organizations, including Deutsche Bank, McKesson, Infospace, Samsung, Porsche, &amp; Paramount Pictures.\",\"sameAs\":[\"https:\/\/twitter.com\/jayturo\",\"https:\/\/www.entrepreneur.com\/author\/jay-turo\",\"https:\/\/www.crunchbase.com\/person\/jay-turo\",\"https:\/\/www.linkedin.com\/in\/jayturo\/\"],\"gender\":\"Male\",\"knowsAbout\":[\"Business Plans\",\"Business Consulting\",\"Capital Raising\",\"New Venture Development\",\"Investment Banking\",\"Regulatory Compliance\"],\"jobTitle\":\"Co-Founder & CEO of Growthink\",\"worksFor\":\"Growthink\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Why Traditional Wealth Management is Dying - Growthink","description":"In this video, Growthink's Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying","og_locale":"en_US","og_type":"article","og_title":"Why Traditional Wealth Management is Dying","og_description":"In this video, Growthink's Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.","og_url":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying","og_site_name":"Growthink","article_author":"https:\/\/www.entrepreneur.com\/author\/jay-turo","article_published_time":"2024-11-12T01:37:13+00:00","article_modified_time":"2025-09-26T09:11:28+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png?_t=1758877890","type":"image\/png"}],"author":"Jay Turo","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Jay Turo","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#article","isPartOf":{"@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying"},"author":{"name":"Jay Turo","@id":"https:\/\/www.growthink.com\/#\/schema\/person\/aa92b627571c277bb74cc60a14081273"},"headline":"Why Traditional Wealth Management is Dying","datePublished":"2024-11-12T01:37:13+00:00","dateModified":"2025-09-26T09:11:28+00:00","mainEntityOfPage":{"@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying"},"wordCount":44,"publisher":{"@id":"https:\/\/www.growthink.com\/#organization"},"image":{"@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage"},"thumbnailUrl":"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying","url":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying","name":"Why Traditional Wealth Management is Dying - Growthink","isPartOf":{"@id":"https:\/\/www.growthink.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage"},"image":{"@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage"},"thumbnailUrl":"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png","datePublished":"2024-11-12T01:37:13+00:00","dateModified":"2025-09-26T09:11:28+00:00","description":"In this video, Growthink's Jeff Jones and Geoff Sokol discuss the evolving wealth management landscape and what it means for business owners in the future.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.growthink.com\/content\/why-traditional-wealth-management-is-dying#primaryimage","url":"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png","contentUrl":"https:\/\/www.growthink.com\/wp-content\/uploads\/Why-Traditional-Wealth-Management-is-Dying.png","width":1280,"height":720,"caption":"Why Traditional Wealth Management is Dying"},{"@type":"WebSite","@id":"https:\/\/www.growthink.com\/#website","url":"https:\/\/www.growthink.com\/","name":"Growthink","description":"","publisher":{"@id":"https:\/\/www.growthink.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.growthink.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.growthink.com\/#organization","name":"Growthink","url":"https:\/\/www.growthink.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.growthink.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.growthink.com\/wp-content\/uploads\/cropped-cropped-growthink_logo-1.png","contentUrl":"https:\/\/www.growthink.com\/wp-content\/uploads\/cropped-cropped-growthink_logo-1.png","width":214,"height":61,"caption":"Growthink"},"image":{"@id":"https:\/\/www.growthink.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/www.growthink.com\/#\/schema\/person\/aa92b627571c277bb74cc60a14081273","name":"Jay Turo","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.growthink.com\/#\/schema\/person\/image\/","url":"https:\/\/www.growthink.com\/wp-content\/uploads\/JayTuro1-150x150.jpg","contentUrl":"https:\/\/www.growthink.com\/wp-content\/uploads\/JayTuro1-150x150.jpg","caption":"Jay Turo"},"description":"Jay has over 25 years of experience in starting, building, advising and investing in high growth firms. His advisory work spans industries and market sectors, with company clients including Accelerant, Caine &amp; Weiner, C8 Medisensors, Dakim, DCIP, Free Conference, Fresh Games, Green Medical, Innoflight, Integreon, L3D3, Mahar Tool, Margartiaville Apparel, M3 Medical, Mobeze, MyPublicInfo, Nolatek, Ometric, Pocketsonics, Park Group PlC, Precision Time, Raise Capital, Recoup IT, Research Scientists, Sandel Medical, Shimmick Construction, Skyplex Entertainment Group,Spring Medical, Storied Media , Sunglass Hut, Telverse, Thrombovision, XCOM Wireless, and Xorbent, among many others.Jay has also advised a wide array of corporate clients seeking to inject entrepreneurship and innovation into their organizations, including Deutsche Bank, McKesson, Infospace, Samsung, Porsche, &amp; Paramount Pictures.","sameAs":["https:\/\/twitter.com\/jayturo","https:\/\/www.entrepreneur.com\/author\/jay-turo","https:\/\/www.crunchbase.com\/person\/jay-turo","https:\/\/www.linkedin.com\/in\/jayturo\/"],"gender":"Male","knowsAbout":["Business Plans","Business Consulting","Capital Raising","New Venture Development","Investment Banking","Regulatory Compliance"],"jobTitle":"Co-Founder & CEO of Growthink","worksFor":"Growthink"}]}},"modified_by":"Dave Lavinsky","_links":{"self":[{"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/posts\/27252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/users\/29266"}],"replies":[{"embeddable":true,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/comments?post=27252"}],"version-history":[{"count":1,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/posts\/27252\/revisions"}],"predecessor-version":[{"id":35068,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/posts\/27252\/revisions\/35068"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/media\/27253"}],"wp:attachment":[{"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/media?parent=27252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/categories?post=27252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.growthink.com\/wp-json\/wp\/v2\/tags?post=27252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}