Member Only Event
Who the New Wealthy Are, and What They Expect
Wealth is being created and transferred faster than ever—but the people holding it, how they live, and what they expect from their advisors are changing.
REALM’s Minted explores this new generation of wealth and why trust, intelligence, discretion, personalization, and meaningful relationships are replacing traditional ideas of brand and visibility.
Join Julie Faupel as she brings the findings to life: who these clients are, how they choose their advisors, and what you can do now to become the person they trust before the real estate conversation even begins.
Wednesday · 1:00 PM PT / 4:00 PM ET
October 6, 2026
VISTA
On October 6, join Julie Faupel and Richard Silver for an exclusive REALM Vista featuring a private island property and an off-market collector’s piece available through connections within the REALM community.
October 7, 2026
Leading Minds
Wealth is being created and transferred faster than ever—but the people holding it, how they live, and what they expect from their advisors are changing.
October 8, 2026
Thursday Thirty
Join Mack Mendenhall for a powerful session on mastering the in-person pitch—how to walk in with confidence, clearly articulate your value, and present a plan that makes clients understand exactly why you're the right advisor for the job.
