In The Press: What Does Your Successful Business Owner Client See?

As 2026 unfolds, advisors are navigating a wealth management environment shaped by evolving client priorities, market trends, and distinct opportunities for deeper engagement , particularly with business owners. Cannon's contribution to the 2026 Wealth Management Market Outlook highlights how business owners represent one of the most compelling client segments for advisors, not only because of the scale of their wealth but also because their financial needs encompass both personal and business dynamics throughout a lifecycle of growth, succession, and transition. In this environment, firms that thoughtfully integrate strategies across investment planning, risk management, business succession, and personal financial goals can create more meaningful long-term value for these clients, positioning themselves as trusted partners through every stage of the business owner journey. 

Read the full article to explore insights and practical perspectives on serving business owners and other key client segments in the year ahead.