Name: Immediacy, Intelligence, Infrastructure and Intangibles
Uploaded: 2025-12-04T16:01:00Z
Duration: 2 min 8 s
Description: Tony Carpentieri, a Merrill Lynch private wealth advisor, discusses “the four ‘I’s” that clients are demanding from their advisors.

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Sustainable Investing and the Wealth Transfer

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Tony Carpentieri, a Merrill Lynch private wealth advisor, discusses “the four ‘I’s” that clients are demanding from their advisors.

https://m.wsj.net/video/20251204/bd892370-0935-425d-adf3-65a3682a46a2/1/hls/manifest-hd-wifi.m3u8

Immediacy, Intelligence, Infrastructure and Intangibles

When I think about what the industry's asking of us, I think about the four I's of the industry. The first one is they want immediacy.

Yes.

And that's not, it's not so easily accomplished when you have 150 families that you have to cover. And that's why I think we've done a very good job of continuing to build and grow. Advisors are just not even around our area, but also in other, you know, areas of the firm. But I think the immediacy is what families really want. And so they want to be able to call you and get you right away, and they want a response right away. And they deserve that. So we built the team around immediacy. The second thing is they're looking for intelligence, right? And in a-

I hope so,

In a fast AI world, right? Where they can go and ask anything that they want and get an answer for. What they're looking for is really application around intelligence, right? Is what is sort of Joe and Mary doing next door that I'm not doing. What are some of the most smartest and sophisticated families doing.

Comps.

What are the entrepreneurs thinking about as they build their moats around their businesses? And so when you can share that intelligence and apply that intelligence across, you know, to multiple different facets of your business, they're asking for that. The third thing is infrastructure. They wanna build and have resources that are closer to them. So we, over the last four year period have, we've hired a person of head of our growth and talent, we call it. We've hired an alternative investment specialist and we've hired a tax attorney for the families that we cover, so that they can, we can bring resources quicker and faster for them. Again, sort of that flywheel idea of immediacy. And then the last piece is the intangibles. What are we doing as advisors that are the intangibles that people want, but necessarily don't necessarily have to ask for or pay for? And I think that's more about cybersecurity. It's more about fraud protection. And then lastly is, you know, are you completely being objective with the client's money?