As more investors demand a more complete view of their finances, advisers are meeting the challenge by helping their clients meet clearly stated investment and life goals, rather than just beating an arbitrary benchmark. In this guide, the benefits of holistic advice for adviser and client are described, and the key skills advisers can master to facilitate holistic advice are briefly outlined. The emergence of new technologies make it easier than ever for advisers to provide holistic advice that helps generate better client outcomes, can help advisers attract new clients and solidify existing relationships.